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SVA Wealth Management’s Cisco CSCO Stock Holding History

SVA 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 		$7.42M Sell
165,783
-8,157
-5% -$335K 0.65% 29
2020
Q3 		$6.85M Buy
173,940
+1,781
+1% +$77.6K 0.68% 31
2020
Q2 		$8.03M Buy
172,159
+4,670
+3% +$205K 0.86% 22
2020
Q1 		$6.58M Buy
167,489
+2,057
+1% +$90.2K 0.76% 25
2019
Q4 		$7.93M Buy
165,432
+15
+0% +$697 0.73% 24
2019
Q3 		$8.17M Sell
165,417
-498
-0.3% -$25.9K 0.8% 22
2019
Q2 		$9.08M Sell
165,915
-7,470
-4% -$413K 0.89% 21
2019
Q1 		$9.36M Buy
173,385
+3,533
+2% +$172K 0.9% 21
2018
Q4 		$7.36M Sell
169,852
-4,628
-3% -$212K 0.83% 25
2018
Q3 		$8.49M Sell
174,480
-1,163
-0.7% -$52.3K 0.86% 25
2018
Q2 		$7.56M Buy
175,643
+12,698
+8% +$555K 0.82% 29
2018
Q1 		$5.48M Sell
162,945
-5,165
-3% -$219K 0.68% 44
2017
Q4 		$6.44M Buy
168,110
+5,165
+3% +$185K 0.76% 39
2017
Q3 		$5.48M Buy
162,945
+840
+0.5% +$26.7K 0.68% 44
2017
Q2 		$5.07M Buy
162,105
+3,080
+2% +$100K 0.66% 46
2017
Q1 		$5.38M Buy
159,025
+9,258
+6% +$300K 0.73% 40
2016
Q4 		$4.53M Sell
149,767
-5,929
-4% -$181K 0.67% 47
2016
Q3 		$4.94M Buy
155,696
+7,622
+5% +$234K 0.77% 43
2016
Q2 		$4.25M Sell
148,074
-5,824
-4% -$163K 0.69% 45
2016
Q1 		$4.38M Buy
153,898
+25,809
+20% +$664K 0.73% 43
2015
Q4 		$3.48M Buy
128,089
+10,042
+9% +$277K 0.6% 57
2015
Q3 		$3.1M Buy
118,047
+14,846
+14% +$401K 0.58% 60
2015
Q2 		$2.83M Buy
103,201
+1,933
+2% +$55.4K 0.52% 64
2015
Q1 		$2.79M Buy
101,268
+63,329
+167% +$1.78M 0.51% 68
2014
Q4 		$1.05M Buy
37,939
+3,114
+9% +$80.4K 0.38% 64
2014
Q3 		$877K Buy
34,825
+2,390
+7% +$60.1K 0.37% 66
2014
Q2 		$806K Buy
32,435
+1,968
+6% +$46.9K 0.34% 69
2014
Q1 		$683K Buy
30,467
+674
+2% +$14.9K 0.32% 74
2013
Q4 		$668K Buy
+29,793
New +$659K 0.4% 65

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

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

SVA Wealth Management reduced its Cisco (CSCO) stake by 4.7% in Q4 2020, selling an estimated $335K and leaving 165,783 shares worth $7.42M. The position accounts for 0.65% of the portfolio, ranked #29.

SVA Wealth Management first reported a position in CSCO in Q4 2013 and has held it in 29 quarters since. The position peaked at $9.36M in Q1 2019. 2,609 funds tracked by Wall St. Rank hold CSCO as of Q4 2020.

  • SVA Wealth Management held 165,783 shares of Cisco worth $7.42M as of Q4 2020.
  • SVA Wealth Management sold 8,157 Cisco shares in Q4 2020, an estimated $335K.
  • Cisco made up 0.65% of SVA Wealth Management's portfolio in Q4 2020, its #29 holding.
  • SVA Wealth Management first reported a position in Cisco in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Cisco position peaked at $9.36M in Q1 2019.
  • 2,609 funds tracked by Wall St. Rank held Cisco as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.