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Summit Place Financial Advisors’s Cisco CSCO Stock Holding History

Summit Place 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
2022
Q2 		– Sell
-4,617
Closed -$257K – 103
2022
Q1 		$257K Hold
4,617
– – 0.17% 101
2021
Q4 		$293K Sell
4,617
-1,455
-24% -$83.1K 0.2% 90
2021
Q3 		$330K Buy
+6,072
New +$341K 0.24% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Place Financial Advisors's CSCO Position: Q2 2022 in Review

Summit Place Financial Advisors sold out of Cisco (CSCO) in Q2 2022, closing a stake of 4,617 shares — an estimated $257K sold.

Summit Place Financial Advisors first reported a position in CSCO in Q3 2021 and held it in 3 quarters. The position peaked at $330K in Q3 2021. 2,841 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

  • Summit Place Financial Advisors reported no remaining Cisco position as of Q2 2022 after selling out during the quarter.
  • Summit Place Financial Advisors sold 4,617 Cisco shares in Q2 2022, an estimated $257K.
  • Summit Place Financial Advisors first reported a position in Cisco in Q3 2021 and held it in 3 quarters.
  • Summit Place Financial Advisors's Cisco position peaked at $330K in Q3 2021.
  • 2,841 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Summit Place Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.