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Source Financial Advisors’s Cisco CSCO Stock Holding History

Source Financial Advisors’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
2024
Q1 		– Sell
-3,994
Closed -$202K – 122
2023
Q4 		$202K Sell
3,994
-197
-5% -$10.1K 0.06% 121
2023
Q3 		$225K Buy
4,191
+45
+1% +$2.43K 0.08% 115
2023
Q2 		$215K Sell
4,146
-31
-0.7% -$1.52K 0.07% 123
2023
Q1 		$218K Buy
+4,177
New +$204K 0.07% 115
2022
Q1 		– Sell
-3,318
Closed -$210K – 114
2021
Q4 		$210K Buy
+3,318
New +$190K 0.06% 104

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Source Financial Advisors's CSCO Position: Q1 2024 in Review

Source Financial Advisors sold out of Cisco (CSCO) in Q1 2024, closing a stake of 3,994 shares — an estimated $202K sold.

Source Financial Advisors first reported a position in CSCO in Q4 2021 and held it in 5 quarters. The position peaked at $225K in Q3 2023. 3,111 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Source Financial Advisors reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Source Financial Advisors sold 3,994 Cisco shares in Q1 2024, an estimated $202K.
  • Source Financial Advisors first reported a position in Cisco in Q4 2021 and held it in 5 quarters.
  • Source Financial Advisors's Cisco position peaked at $225K in Q3 2023.
  • 3,111 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Source Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.