Wealthcare Capital Management’s Cisco CSCO Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-826	Closed	-$43K	–	199
2021 Q1	$43K	Buy	+826	New	+$38.8K	﹤0.01%	151
2020 Q2	–	Sell	-120	Closed	-$5K	–	88
2020 Q1	$5K	Sell	120 -192	-62%	-$8.42K	﹤0.01%	167
2019 Q4	$15K	Buy	+312	New	+$14.5K	﹤0.01%	160
2019 Q2	–	Sell	-68	Closed	-$4K	–	181
2019 Q1	$4K	Hold	68	–	–	﹤0.01%	169
2018 Q4	$3K	Hold	68	–	–	﹤0.01%	169
2018 Q3	$3K	Hold	68	–	–	﹤0.01%	175
2018 Q2	$3K	Hold	68	–	–	﹤0.01%	168
2018 Q1	$3K	Sell	68 -86	-56%	-$3.65K	﹤0.01%	171
2017 Q4	$6K	Sell	154 -64	-29%	-$2.29K	﹤0.01%	151
2017 Q3	$7K	Hold	218	–	–	﹤0.01%	138
2017 Q2	$7K	Hold	218	–	–	﹤0.01%	131
2017 Q1	$7K	Hold	218	–	–	﹤0.01%	134
2016 Q4	$7K	Buy	218 +150	+221%	+$4.57K	﹤0.01%	131
2016 Q3	$2K	Hold	68	–	–	﹤0.01%	166
2016 Q2	$2K	Sell	68 -200	-75%	-$5.61K	﹤0.01%	166
2016 Q1	$8K	Hold	268	–	–	﹤0.01%	136
2015 Q4	$7K	Hold	268	–	–	﹤0.01%	157
2015 Q3	$7K	Sell	268 -50	-16%	-$1.35K	﹤0.01%	175
2015 Q2	$9K	Sell	318 -70	-18%	-$2.01K	﹤0.01%	214
2015 Q1	$11K	Buy	388 +320	+471%	+$9.01K	﹤0.01%	482
2014 Q4	$2K	Buy	+68	New	+$1.76K	﹤0.01%	167
2014 Q2	–	Sell	-34	Closed	-$1K	–	166
2014 Q1	$1K	Hold	34	–	–	﹤0.01%	158
2013 Q4	$1K	Hold	34	–	–	﹤0.01%	116
2013 Q3	$1K	Hold	34	–	–	﹤0.01%	117
2013 Q2	$1K	Buy	+34	New	+$765	﹤0.01%	123

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthcare Capital Management's CSCO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Cisco (CSCO) in Q2 2021, closing a stake of 826 shares — an estimated $43K sold.

Wealthcare Capital Management first reported a position in CSCO in Q2 2013 and held it in 25 quarters. The position peaked at $43K in Q1 2021. 2,700 funds tracked by Wall St. Rank hold CSCO as of Q2 2021.

Wealthcare Capital Management reported no remaining Cisco position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 826 Cisco shares in Q2 2021, an estimated $43K.
Wealthcare Capital Management first reported a position in Cisco in Q2 2013 and held it in 25 quarters.
Wealthcare Capital Management's Cisco position peaked at $43K in Q1 2021.
2,700 funds tracked by Wall St. Rank held Cisco as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.