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SYSTM Wealth Solutions’s Cisco CSCO Stock Holding History

SYSTM Wealth Solutions’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 		– Sell
-8,894
Closed -$423K – 215
2024
Q2 		$423K Sell
8,894
-57,163
-87% -$2.71M 0.09% 149
2024
Q1 		$3.3M Sell
66,057
-8,102
-11% -$404K 0.42% 65
2023
Q4 		$3.75M Buy
74,159
+585
+0.8% +$29.9K 0.52% 50
2023
Q3 		$3.96M Sell
73,574
-20,348
-22% -$1.1M 0.61% 42
2023
Q2 		$4.86M Sell
93,922
-72,650
-44% -$3.57M 0.66% 30
2023
Q1 		$8.71M Buy
166,572
+2,500
+2% +$122K 1.34% 10
2022
Q4 		$7.82M Buy
+164,072
New +$7.47M 0.97% 17

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's CSCO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cisco (CSCO) in Q3 2024, closing a stake of 8,894 shares — an estimated $423K sold.

SYSTM Wealth Solutions first reported a position in CSCO in Q4 2022 and held it in 7 quarters. The position peaked at $8.71M in Q1 2023. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,894 Cisco shares in Q3 2024, an estimated $423K.
  • SYSTM Wealth Solutions first reported a position in Cisco in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Cisco position peaked at $8.71M in Q1 2023.
  • 3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.