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Wealth Enhancement & Preservation of GA’s Cisco CSCO Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q4 		– Sell
-16,465
Closed -$635K – 55
2020
Q3 		$635K Buy
16,465
+4,280
+35% +$187K 0.66% 39
2020
Q2 		$557K Sell
12,185
-6,610
-35% -$290K 0.69% 22
2020
Q1 		$706K Sell
18,795
-16,127
-46% -$708K 0.67% 17
2019
Q4 		$1.67M Buy
+34,922
New +$1.62M 0.85% 25

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's CSCO Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Cisco (CSCO) in Q4 2020, closing a stake of 16,465 shares — an estimated $635K sold.

Wealth Enhancement & Preservation of GA first reported a position in CSCO in Q4 2019 and held it in 4 quarters. The position peaked at $1.67M in Q4 2019. 2,610 funds tracked by Wall St. Rank hold CSCO as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Cisco position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 16,465 Cisco shares in Q4 2020, an estimated $635K.
  • Wealth Enhancement & Preservation of GA first reported a position in Cisco in Q4 2019 and held it in 4 quarters.
  • Wealth Enhancement & Preservation of GA's Cisco position peaked at $1.67M in Q4 2019.
  • 2,610 funds tracked by Wall St. Rank held Cisco as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.