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Vivid Wealth Management’s Cisco CSCO Stock Holding History

Vivid 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
2024
Q3 		– Sell
-4,956
Closed -$235K – 65
2024
Q2 		$235K Sell
4,956
-10,151
-67% -$482K 0.13% 65
2024
Q1 		$754K Sell
15,107
-486
-3% -$24.2K 0.47% 38
2023
Q4 		$788K Buy
+15,593
New +$797K 0.54% 34

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vivid Wealth Management's CSCO Position: Q3 2024 in Review

Vivid Wealth Management sold out of Cisco (CSCO) in Q3 2024, closing a stake of 4,956 shares — an estimated $235K sold.

Vivid Wealth Management first reported a position in CSCO in Q4 2023 and held it in 3 quarters. The position peaked at $788K in Q4 2023. 3,066 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Vivid Wealth Management reported no remaining Cisco position as of Q3 2024 after selling out during the quarter.
  • Vivid Wealth Management sold 4,956 Cisco shares in Q3 2024, an estimated $235K.
  • Vivid Wealth Management first reported a position in Cisco in Q4 2023 and held it in 3 quarters.
  • Vivid Wealth Management's Cisco position peaked at $788K in Q4 2023.
  • 3,066 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Vivid Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.