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Tiedemann Advisors’s Cisco CSCO Stock Holding History

Tiedemann 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
Q3 		$547K Buy
10,181
+1,128
+12% +$60.9K 0.02% 162
2023
Q2 		$468K Buy
+9,053
New +$445K 0.02% 163
2022
Q2 		– Sell
-65,899
Closed -$3.67M – 250
2022
Q1 		$3.67M Buy
65,899
+519
+0.8% +$29.4K 0.19% 64
2021
Q4 		$4.14M Sell
65,380
-428
-0.7% -$24.5K 0.2% 59
2021
Q3 		$3.58M Sell
65,808
-10,136
-13% -$569K 0.19% 59
2021
Q2 		$4.03M Sell
75,944
-1,511
-2% -$79.5K 0.16% 69
2021
Q1 		$4M Sell
77,455
-3,521
-4% -$165K 0.18% 66
2020
Q4 		$3.62M Sell
80,976
-2,895
-3% -$119K 0.18% 61
2020
Q3 		$3.31M Sell
83,871
-1,919
-2% -$83.6K 0.16% 87
2020
Q2 		$4M Sell
85,790
-723
-0.8% -$31.7K 0.21% 69
2020
Q1 		$3.4M Sell
86,513
-1,903
-2% -$83.5K 0.22% 75
2019
Q4 		$4.24M Buy
88,416
+2,509
+3% +$117K 0.2% 75
2019
Q3 		$4.25M Sell
85,907
-5,935
-6% -$308K 0.2% 80
2019
Q2 		$5.03M Sell
91,842
-22,948
-20% -$1.27M 0.25% 67
2019
Q1 		$6.2M Sell
114,790
-2,169
-2% -$105K 0.29% 63
2018
Q4 		$5.07M Buy
116,959
+18,253
+18% +$835K 0.26% 68
2018
Q3 		$4.8M Buy
98,706
+185
+0.2% +$8.32K 0.28% 65
2018
Q2 		$4.24M Buy
98,521
+19,285
+24% +$843K 0.27% 67
2018
Q1 		$3.4M Sell
79,236
-346
-0.4% -$14.7K 0.23% 67
2017
Q4 		$3.05M Buy
79,582
+19,882
+33% +$710K 0.23% 62
2017
Q3 		$1.91M Sell
59,700
-30,555
-34% -$973K 0.17% 102
2017
Q2 		$2.83M Sell
90,255
-183
-0.2% -$5.96K 0.21% 92
2017
Q1 		$3.06M Buy
90,438
+19,476
+27% +$632K 0.26% 84
2016
Q4 		$2.14M Buy
+70,962
New +$2.16M 0.21% 86

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Advisors's CSCO Position: Q3 2023 in Review

Tiedemann Advisors increased its Cisco (CSCO) stake by 12% in Q3 2023, buying an estimated $60.9K and bringing the position to 10,181 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #162.

Tiedemann Advisors first reported a position in CSCO in Q4 2016 and has held it in 24 quarters since. The position peaked at $6.2M in Q1 2019. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • Tiedemann Advisors held 10,181 shares of Cisco worth $547K as of Q3 2023.
  • Tiedemann Advisors bought 1,128 Cisco shares in Q3 2023, an estimated $60.9K.
  • Cisco made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #162 holding.
  • Tiedemann Advisors first reported a position in Cisco in Q4 2016 and has held it in 24 quarters since.
  • Tiedemann Advisors's Cisco position peaked at $6.2M in Q1 2019.
  • 3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.