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Second Half Financial Partners’s Cisco CSCO Stock Holding History

Second Half Financial Partners’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
-53,045
Closed -$2.74M – 55
2023
Q2 		$2.74M Buy
+53,045
New +$2.61M 0.63% 51

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Second Half Financial Partners's CSCO Position: Q3 2023 in Review

Second Half Financial Partners sold out of Cisco (CSCO) in Q3 2023, closing a stake of 53,045 shares — an estimated $2.74M sold.

Second Half Financial Partners first reported a position in CSCO in Q2 2023 and held it in 1 quarter. The position peaked at $2.74M in Q2 2023. 3,070 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Second Half Financial Partners reported no remaining Cisco position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 53,045 Cisco shares in Q3 2023, an estimated $2.74M.
  • Second Half Financial Partners first reported a position in Cisco in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Cisco position peaked at $2.74M in Q2 2023.
  • 3,070 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.