Traverso Chambers Private Wealth Management’s Cisco CSCO Stock Holding History

Traverso Chambers Private Wealth Management’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	$984K	Sell	19,476 -32	-0.2%	-$1.64K	0.24%	55
2023 Q3	$1.05M	Buy	19,508 +540	+3%	+$29.1K	0.28%	46
2023 Q2	$981K	Sell	18,968 -417	-2%	-$20.5K	0.26%	51
2023 Q1	$1.01M	Sell	19,385 -84	-0.4%	-$4.1K	0.28%	47
2022 Q4	$928K	Buy	19,469 +24	+0.1%	+$1.09K	0.27%	50
2022 Q3	$778K	Buy	19,445 +1,005	+5%	+$44.6K	0.24%	54
2022 Q2	$786K	Buy	18,440 +1,442	+8%	+$69K	0.26%	51
2022 Q1	$948K	Sell	16,998 -244	-1%	-$13.8K	0.28%	47
2021 Q4	$1.09M	Buy	17,242 +394	+2%	+$22.5K	0.32%	42
2021 Q3	$917K	Sell	16,848 -218	-1%	-$12.2K	0.29%	47
2021 Q2	$904K	Buy	17,066 +597	+4%	+$31.4K	0.28%	47
2021 Q1	$852K	Buy	16,469 +420	+3%	+$19.7K	0.29%	46
2020 Q4	$718K	Sell	16,049 -169	-1%	-$6.95K	0.26%	50
2020 Q3	$639K	Buy	16,218 +823	+5%	+$35.9K	0.25%	51
2020 Q2	$718K	Buy	15,395 +600	+4%	+$26.3K	0.3%	45
2020 Q1	$582K	Buy	14,795 +121	+0.8%	+$5.31K	0.27%	46
2019 Q4	$704K	Sell	14,674 -274	-2%	-$12.7K	0.3%	45
2019 Q3	$739K	Buy	14,948 +1,219	+9%	+$63.4K	0.35%	40
2019 Q2	$766K	Sell	13,729 -94	-0.7%	-$5.19K	0.37%	38
2019 Q1	$746K	Sell	13,823 -451	-3%	-$21.9K	0.37%	39
2018 Q4	$618K	Buy	+14,274	New	+$653K	0.33%	43

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

Traverso Chambers Private Wealth Management's CSCO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Cisco (CSCO) stake by 0.16% in Q4 2023, selling an estimated $1.64K and leaving 19,476 shares worth $984K. The position accounts for 0.24% of the portfolio, ranked #55.

Traverso Chambers Private Wealth Management first reported a position in CSCO in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

Traverso Chambers Private Wealth Management held 19,476 shares of Cisco worth $984K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 32 Cisco shares in Q4 2023, an estimated $1.64K.
Cisco made up 0.24% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #55 holding.
Traverso Chambers Private Wealth Management first reported a position in Cisco in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Cisco position peaked at $1.09M in Q4 2021.
3,178 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.