SWA
CSCO icon

Sutton Wealth Advisors’s Cisco CSCO Stock Holding History

Sutton Wealth 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
2023
Q3 		$138K Buy
2,574
+84
+3% +$4.53K 0.07% 138
2023
Q2 		$129K Sell
2,490
-8
-0.3% -$394 0.06% 145
2023
Q1 		$131K Sell
2,498
-4,633
-65% -$226K 0.07% 135
2022
Q4 		$340K Sell
7,131
-2,125
-23% -$96.7K 0.13% 123
2022
Q3 		$370K Buy
9,256
+1,693
+22% +$75.1K 0.15% 101
2022
Q2 		$322K Sell
7,563
-2,265
-23% -$108K 0.13% 117
2022
Q1 		$548K Sell
9,828
-212
-2% -$12K 0.19% 83
2021
Q4 		$636K Buy
10,040
+471
+5% +$26.9K 0.21% 75
2021
Q3 		$521K Sell
9,569
-87
-0.9% -$4.88K 0.19% 86
2021
Q2 		$512K Sell
9,656
-76
-0.8% -$4K 0.19% 89
2021
Q1 		$503K Buy
9,732
+4
+0% +$188 0.2% 84
2020
Q4 		$435K Sell
9,728
-231
-2% -$9.49K 0.18% 92
2020
Q3 		$392K Buy
9,959
+107
+1% +$4.66K 0.19% 91
2020
Q2 		$459K Sell
9,852
-216
-2% -$9.47K 0.24% 69
2020
Q1 		$396K Sell
10,068
-17
-0.2% -$746 0.25% 70
2019
Q4 		$484K Buy
10,085
+74
+0.7% +$3.44K 0.25% 70
2019
Q3 		$495K Sell
10,011
-152
-1% -$7.9K 0.28% 58
2019
Q2 		$556K Buy
10,163
+78
+0.8% +$4.31K 0.32% 51
2019
Q1 		$544K Sell
10,085
-1,498
-13% -$72.8K 0.32% 52
2018
Q4 		$502K Buy
11,583
+924
+9% +$42.3K 0.32% 56
2018
Q3 		$519K Hold
10,659
– – 0.34% 51
2018
Q2 		$459K Hold
10,659
– – 0.32% 55
2018
Q1 		$457K Hold
10,659
– – 0.33% 54
2017
Q4 		$408K Hold
10,659
– – 0.3% 62
2017
Q3 		$358K Hold
10,659
– – 0.27% 64
2017
Q2 		$334K Hold
10,659
– – 0.26% 67
2017
Q1 		$360K Sell
10,659
-15
-0.1% -$486 0.3% 59
2016
Q4 		$323K Hold
10,674
– – 0.29% 60
2016
Q3 		$339K Buy
10,674
+130
+1% +$4K 0.31% 58
2016
Q2 		$303K Hold
10,544
– – 0.29% 66
2016
Q1 		$300K Buy
+10,544
New +$271K 0.28% 62

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's CSCO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Cisco (CSCO) stake by 3.4% in Q3 2023, buying an estimated $4.53K and bringing the position to 2,574 shares worth $138K. The position accounts for 0.07% of the portfolio, ranked #138.

Sutton Wealth Advisors first reported a position in CSCO in Q1 2016 and has held it in 31 quarters since. The position peaked at $636K in Q4 2021. 3,070 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Sutton Wealth Advisors held 2,574 shares of Cisco worth $138K as of Q3 2023.
  • Sutton Wealth Advisors bought 84 Cisco shares in Q3 2023, an estimated $4.53K.
  • Cisco made up 0.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #138 holding.
  • Sutton Wealth Advisors first reported a position in Cisco in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Cisco position peaked at $636K in Q4 2021.
  • 3,070 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.