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Sweet Financial Partners’s Cisco CSCO Stock Holding History

Sweet Financial Partners’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
2024
Q3 		$2.48M Sell
46,508
-425
-0.9% -$20.7K 0.54% 45
2024
Q2 		$2.23M Buy
46,933
+2,891
+7% +$137K 0.51% 45
2024
Q1 		$2.2M Buy
44,042
+5,252
+14% +$262K 0.51% 42
2023
Q4 		$1.96M Sell
38,790
-315
-0.8% -$16.1K 0.47% 47
2023
Q3 		$2.1M Buy
39,105
+26
+0.1% +$1.4K 0.56% 35
2023
Q2 		$2.02M Buy
39,079
+10,254
+36% +$504K 0.53% 35
2023
Q1 		$1.51M Buy
28,825
+6,226
+28% +$304K 0.42% 42
2022
Q4 		$1.08M Buy
22,599
+2,225
+11% +$101K 0.32% 52
2022
Q3 		$815K Buy
20,374
+3,360
+20% +$149K 0.26% 56
2022
Q2 		$725K Buy
17,014
+4,564
+37% +$218K 0.23% 65
2022
Q1 		$694K Buy
12,450
+8,790
+240% +$497K 0.19% 68
2021
Q4 		$232K Buy
+3,660
New +$209K 0.1% 134

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's CSCO Position: Q3 2024 in Review

Sweet Financial Partners reduced its Cisco (CSCO) stake by 0.91% in Q3 2024, selling an estimated $20.7K and leaving 46,508 shares worth $2.48M. The position accounts for 0.54% of the portfolio, ranked #45.

Sweet Financial Partners first reported a position in CSCO in Q4 2021 and has held it in 12 quarters since. 3,071 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Sweet Financial Partners held 46,508 shares of Cisco worth $2.48M as of Q3 2024.
  • Sweet Financial Partners sold 425 Cisco shares in Q3 2024, an estimated $20.7K.
  • Cisco made up 0.54% of Sweet Financial Partners's portfolio in Q3 2024, its #45 holding.
  • Sweet Financial Partners first reported a position in Cisco in Q4 2021 and has held it in 12 quarters since.
  • 3,071 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.