Triangle Securities Wealth Management’s Cisco CSCO Stock Holding History

Triangle Securities 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
2022 Q3	–	Sell	-17,972	Closed	-$766K	–	173
2022 Q2	$766K	Sell	17,972 -1,241	-6%	-$59.4K	0.3%	99
2022 Q1	$1.07M	Sell	19,213 -277	-1%	-$15.7K	0.36%	83
2021 Q4	$1.24M	Sell	19,490 -98	-0.5%	-$5.6K	0.39%	84
2021 Q3	$1.07M	Buy	19,588 +5	+0%	+$281	0.36%	84
2021 Q2	$1.04M	Sell	19,583 -395	-2%	-$20.8K	0.35%	88
2021 Q1	$1.03M	Buy	19,978 +805	+4%	+$37.8K	0.37%	84
2020 Q4	$858K	Buy	19,173 +1,373	+8%	+$56.4K	0.34%	92
2020 Q3	$701K	Buy	17,800 +520	+3%	+$22.7K	0.32%	97
2020 Q2	$806K	Buy	17,280 +4,435	+35%	+$194K	0.39%	81
2020 Q1	$505K	Buy	+12,845	New	+$564K	0.29%	97
2013 Q3	–	Sell	-855	Closed	-$21K	–	175
2013 Q2	$21K	Buy	+855	New	+$19.2K	0.02%	371

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triangle Securities Wealth Management's CSCO Position: Q3 2022 in Review

Triangle Securities Wealth Management sold out of Cisco (CSCO) in Q3 2022, closing a stake of 17,972 shares — an estimated $766K sold.

Triangle Securities Wealth Management first reported a position in CSCO in Q2 2013 and held it in 11 quarters. The position peaked at $1.24M in Q4 2021. 2,794 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

Triangle Securities Wealth Management reported no remaining Cisco position as of Q3 2022 after selling out during the quarter.
Triangle Securities Wealth Management sold 17,972 Cisco shares in Q3 2022, an estimated $766K.
Triangle Securities Wealth Management first reported a position in Cisco in Q2 2013 and held it in 11 quarters.
Triangle Securities Wealth Management's Cisco position peaked at $1.24M in Q4 2021.
2,794 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.