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TFO Wealth Partners’s Cisco CSCO Stock Holding History

TFO Wealth 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
Q2 		– Sell
-92
Closed -$4.59K – 221
2024
Q1 		$4.59K Sell
92
-17
-16% -$848 ﹤0.01% 106
2023
Q4 		$5.51K Sell
109
-85
-44% -$4.34K ﹤0.01% 107
2023
Q3 		$10K Buy
194
+102
+111% +$5.5K ﹤0.01% 163
2023
Q2 		$4.76K Hold
92
– – ﹤0.01% 166
2023
Q1 		$4.81K Buy
92
+77
+513% +$3.76K ﹤0.01% 129
2022
Q4 		$2.25K Buy
+15
New +$683 ﹤0.01% 241
2022
Q3 		– Sell
-157
Closed -$7K – 212
2022
Q2 		$7K Sell
157
-1,057
-87% -$50.6K ﹤0.01% 162
2022
Q1 		$68K Buy
+1,214
New +$68.7K 0.01% 66
2021
Q4 		– Sell
-2
Closed – – 146
2021
Q3 		$0 Buy
+2
New +$112 ﹤0.01% 153
2020
Q1 		– Sell
-3,601
Closed -$172K – 136
2019
Q4 		$172K Buy
+3,601
New +$167K 0.16% 34

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

TFO Wealth Partners's CSCO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cisco (CSCO) in Q2 2024, closing a stake of 92 shares — an estimated $4.59K sold.

TFO Wealth Partners first reported a position in CSCO in Q4 2019 and held it in 10 quarters. The position peaked at $172K in Q4 2019. 3,051 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 92 Cisco shares in Q2 2024, an estimated $4.59K.
  • TFO Wealth Partners first reported a position in Cisco in Q4 2019 and held it in 10 quarters.
  • TFO Wealth Partners's Cisco position peaked at $172K in Q4 2019.
  • 3,051 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.