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Steward Partners Investment Solutions’s Cisco CSCO Stock Holding History

Steward Partners Investment Solutions’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 		$2.95M Buy
59,094
+3,082
+6% +$154K 0.5% 48
2023
Q4 		$2.83M Buy
+56,012
New +$2.86M 1.18% 16

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

Steward Partners Investment Solutions's CSCO Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Cisco (CSCO) stake by 5.5% in Q1 2024, buying an estimated $154K and bringing the position to 59,094 shares worth $2.95M. The position accounts for 0.5% of the portfolio, ranked #48.

Steward Partners Investment Solutions first reported a position in CSCO in Q4 2023 and has held it in 2 quarters since. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Steward Partners Investment Solutions held 59,094 shares of Cisco worth $2.95M as of Q1 2024.
  • Steward Partners Investment Solutions bought 3,082 Cisco shares in Q1 2024, an estimated $154K.
  • Cisco made up 0.5% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #48 holding.
  • Steward Partners Investment Solutions first reported a position in Cisco in Q4 2023 and has held it in 2 quarters since.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.