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V Wealth Advisors’s Cisco CSCO Stock Holding History

V Wealth 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
2021
Q4 		– Sell
-1,300
Closed -$71K – 491
2021
Q3 		$71K Buy
+1,300
New +$72.9K 0.01% 513

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

V Wealth Advisors's CSCO Position: Q3 2023 in Review

V Wealth Advisors reduced its Cisco (CSCO) stake by 73% in Q3 2023, selling an estimated $1.56M and leaving 10,983 shares worth $590K. The position accounts for 0.47% of the portfolio, ranked #46.

V Wealth Advisors first reported a position in CSCO in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.29M in Q2 2020. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

  • V Wealth Advisors held 10,983 shares of Cisco worth $590K as of Q3 2023.
  • V Wealth Advisors sold 28,974 Cisco shares in Q3 2023, an estimated $1.56M.
  • Cisco made up 0.47% of V Wealth Advisors's portfolio in Q3 2023, its #46 holding.
  • V Wealth Advisors first reported a position in Cisco in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's Cisco position peaked at $3.29M in Q2 2020.
  • 3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.