SWM
CSCO icon

Strategic Wealth Management’s Cisco CSCO Stock Holding History

Strategic Wealth Management’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
2020
Q4 		– Sell
-15,285
Closed -$602K – 68
2020
Q3 		$602K Buy
15,285
+268
+2% +$11.7K 0.45% 49
2020
Q2 		$700K Hold
15,017
– – 0.65% 34
2020
Q1 		$590K Buy
+15,017
New +$659K 0.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Management's CSCO Position: Q4 2020 in Review

Strategic Wealth Management sold out of Cisco (CSCO) in Q4 2020, closing a stake of 15,285 shares — an estimated $602K sold.

Strategic Wealth Management first reported a position in CSCO in Q1 2020 and held it in 3 quarters. The position peaked at $700K in Q2 2020. 2,609 funds tracked by Wall St. Rank hold CSCO as of Q4 2020.

  • Strategic Wealth Management reported no remaining Cisco position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management sold 15,285 Cisco shares in Q4 2020, an estimated $602K.
  • Strategic Wealth Management first reported a position in Cisco in Q1 2020 and held it in 3 quarters.
  • Strategic Wealth Management's Cisco position peaked at $700K in Q2 2020.
  • 2,609 funds tracked by Wall St. Rank held Cisco as of Q4 2020.

Based on Strategic Wealth Management's 13F filing for Q4 2020, filed 18 Feb 2021.