TWP
CSCO icon

Tower Wealth Partners’s Cisco CSCO Stock Holding History

Tower 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
Q1 		– Sell
-4,228
Closed -$214K – 59
2023
Q4 		$214K Buy
+4,228
New +$216K 0.15% 54
2022
Q4 		– Sell
-5,128
Closed -$233K – 53
2022
Q3 		$233K Sell
5,128
-5
-0.1% -$222 0.22% 47
2022
Q2 		$219K Buy
5,133
+997
+24% +$47.7K 0.29% 41
2022
Q1 		$231K Buy
4,136
+567
+16% +$32.1K 0.25% 43
2021
Q4 		$226K Buy
+3,569
New +$204K 0.23% 46

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

Tower Wealth Partners's CSCO Position: Q1 2024 in Review

Tower Wealth Partners sold out of Cisco (CSCO) in Q1 2024, closing a stake of 4,228 shares — an estimated $214K sold.

Tower Wealth Partners first reported a position in CSCO in Q4 2021 and held it in 5 quarters. The position peaked at $233K in Q3 2022. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Tower Wealth Partners reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Tower Wealth Partners sold 4,228 Cisco shares in Q1 2024, an estimated $214K.
  • Tower Wealth Partners first reported a position in Cisco in Q4 2021 and held it in 5 quarters.
  • Tower Wealth Partners's Cisco position peaked at $233K in Q3 2022.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Tower Wealth Partners's 13F filing for Q1 2024, filed 18 Apr 2024.