Triad Financial Advisors’s Cisco CSCO Stock Holding History

Triad Financial 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	$327K	Buy	6,087 +421	+7%	+$22.7K	0.12%	67
2023 Q2	$293K	Buy	5,666 +14	+0.2%	+$689	0.12%	75
2023 Q1	$295K	Sell	5,652 -190	-3%	-$9.28K	0.13%	76
2022 Q4	$278K	Sell	5,842 -75	-1%	-$3.41K	0.12%	86
2022 Q3	$237K	Buy	5,917 +11	+0.2%	+$488	0.13%	87
2022 Q2	$252K	Sell	5,906 -927	-14%	-$44.4K	0.14%	88
2022 Q1	$381K	Sell	6,833 -784	-10%	-$44.4K	0.2%	65
2021 Q4	$483K	Buy	+7,617	New	+$435K	0.29%	58

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Financial Advisors's CSCO Position: Q3 2023 in Review

Triad Financial Advisors increased its Cisco (CSCO) stake by 7.4% in Q3 2023, buying an estimated $22.7K and bringing the position to 6,087 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #67.

Triad Financial Advisors first reported a position in CSCO in Q4 2021 and has held it in 8 quarters since. The position peaked at $483K in Q4 2021. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

Triad Financial Advisors held 6,087 shares of Cisco worth $327K as of Q3 2023.
Triad Financial Advisors bought 421 Cisco shares in Q3 2023, an estimated $22.7K.
Cisco made up 0.12% of Triad Financial Advisors's portfolio in Q3 2023, its #67 holding.
Triad Financial Advisors first reported a position in Cisco in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Cisco position peaked at $483K in Q4 2021.
3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.