Safeguard Financial’s Cisco CSCO Stock Holding History

Safeguard Financial’s Portfolio CSCO Stock Details CSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,003	Closed	-$51K	–	163
2023 Q2	$51K	Buy	+1,003	New	+$49.3K	0.02%	154

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's CSCO Position: Q3 2023 in Review

Safeguard Financial sold out of Cisco (CSCO) in Q3 2023, closing a stake of 1,003 shares — an estimated $51K sold.

Safeguard Financial first reported a position in CSCO in Q2 2023 and held it in 1 quarter. The position peaked at $51K in Q2 2023. 3,070 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

Safeguard Financial reported no remaining Cisco position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,003 Cisco shares in Q3 2023, an estimated $51K.
Safeguard Financial first reported a position in Cisco in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Cisco position peaked at $51K in Q2 2023.
3,070 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.