Tandem Wealth Advisors’s Cisco CSCO Stock Holding History

Tandem 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 Q4	–	Sell	-7,784	Closed	-$418K	–	67
2023 Q3	$418K	Sell	7,784 -72	-0.9%	-$3.88K	0.26%	23
2023 Q2	$406K	Buy	7,856 +237	+3%	+$11.7K	0.25%	23
2023 Q1	$398K	Sell	7,619 -57	-0.7%	-$2.78K	0.25%	26
2022 Q4	$366K	Buy	+7,676	New	+$349K	0.23%	31

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tandem Wealth Advisors's CSCO Position: Q4 2023 in Review

Tandem Wealth Advisors sold out of Cisco (CSCO) in Q4 2023, closing a stake of 7,784 shares — an estimated $418K sold.

Tandem Wealth Advisors first reported a position in CSCO in Q4 2022 and held it in 4 quarters. The position peaked at $418K in Q3 2023. 3,179 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

Tandem Wealth Advisors reported no remaining Cisco position as of Q4 2023 after selling out during the quarter.
Tandem Wealth Advisors sold 7,784 Cisco shares in Q4 2023, an estimated $418K.
Tandem Wealth Advisors first reported a position in Cisco in Q4 2022 and held it in 4 quarters.
Tandem Wealth Advisors's Cisco position peaked at $418K in Q3 2023.
3,179 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Tandem Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.