Strategic Wealth Management Group’s Cisco CSCO Stock Holding History

Strategic Wealth Management Group’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
2021 Q2	$510K	Sell	9,620 -1,041	-10%	-$54.8K	0.19%	69
2021 Q1	$551K	Sell	10,661 -168	-2%	-$7.89K	0.21%	65
2020 Q4	$485K	Sell	10,829 -383	-3%	-$15.7K	0.21%	66
2020 Q3	$442K	Buy	11,212 +2,446	+28%	+$107K	0.21%	64
2020 Q2	$409K	Buy	8,766 +235	+3%	+$10.3K	0.24%	56
2020 Q1	$335K	Sell	8,531 -195	-2%	-$8.55K	0.25%	52
2019 Q4	$419K	Buy	8,726 +1,646	+23%	+$76.5K	0.27%	52
2019 Q3	$350K	Buy	7,080 +102	+1%	+$5.3K	0.25%	54
2019 Q2	$382K	Sell	6,978 -195	-3%	-$10.8K	0.29%	47
2019 Q1	$387K	Buy	7,173 +303	+4%	+$14.7K	0.32%	49
2018 Q4	$298K	Buy	+6,870	New	+$314K	0.29%	57

Other funds holding CSCO

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management Group's CSCO Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Cisco (CSCO) stake by 9.8% in Q2 2021, selling an estimated $54.8K and leaving 9,620 shares worth $510K. The position accounts for 0.19% of the portfolio, ranked #69.

Strategic Wealth Management Group first reported a position in CSCO in Q4 2018 and has held it in 11 quarters since. The position peaked at $551K in Q1 2021. 2,696 funds tracked by Wall St. Rank hold CSCO as of Q2 2021.

Strategic Wealth Management Group held 9,620 shares of Cisco worth $510K as of Q2 2021.
Strategic Wealth Management Group sold 1,041 Cisco shares in Q2 2021, an estimated $54.8K.
Cisco made up 0.19% of Strategic Wealth Management Group's portfolio in Q2 2021, its #69 holding.
Strategic Wealth Management Group first reported a position in Cisco in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Cisco position peaked at $551K in Q1 2021.
2,696 funds tracked by Wall St. Rank held Cisco as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.