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Wealthspire Advisors (Maryland)’s Cisco CSCO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$2.38M Sell
60,550
-1,731
-3% -$75.4K 0.08% 109
2020
Q2 		$2.9M Buy
62,281
+1,308
+2% +$57.4K 0.21% 75
2020
Q1 		$2.4M Sell
60,973
-6,092
-9% -$267K 0.21% 74
2019
Q4 		$3.22M Buy
67,065
+839
+1% +$39K 0.22% 72
2019
Q3 		$3.27M Sell
66,226
-580
-0.9% -$30.1K 0.24% 68
2019
Q2 		$3.66M Sell
66,806
-637
-0.9% -$35.2K 0.27% 61
2019
Q1 		$3.64M Sell
67,443
-2,275
-3% -$111K 0.27% 56
2018
Q4 		$3.02M Buy
69,718
+3,481
+5% +$159K 0.27% 57
2018
Q3 		$3.22M Sell
66,237
-559
-0.8% -$25.1K 0.27% 57
2018
Q2 		$2.87M Sell
66,796
-2,859
-4% -$125K 0.26% 62
2018
Q1 		$2.99M Sell
69,655
-7,642
-10% -$324K 0.28% 59
2017
Q4 		$2.96M Buy
77,297
+5,011
+7% +$179K 0.29% 58
2017
Q3 		$2.43M Sell
72,286
-605
-0.8% -$19.3K 0.26% 63
2017
Q2 		$2.28M Buy
72,891
+4,397
+6% +$143K 0.27% 66
2017
Q1 		$2.31M Buy
68,494
+6,499
+10% +$211K 0.33% 49
2016
Q4 		$1.87M Buy
61,995
+1,312
+2% +$40K 0.28% 54
2016
Q3 		$1.93M Buy
60,683
+2,487
+4% +$76.5K 0.3% 55
2016
Q2 		$1.67M Buy
58,196
+276
+0.5% +$7.75K 0.28% 61
2016
Q1 		$1.65M Buy
57,920
+1,965
+4% +$50.6K 0.29% 59
2015
Q4 		$1.52M Buy
+55,955
New +$1.54M 0.28% 61

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSCO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Cisco (CSCO) stake by 2.8% in Q3 2020, selling an estimated $75.4K and leaving 60,550 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #109.

Wealthspire Advisors (Maryland) first reported a position in CSCO in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.66M in Q2 2019. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 60,550 shares of Cisco worth $2.38M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,731 Cisco shares in Q3 2020, an estimated $75.4K.
  • Cisco made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #109 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Cisco in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Cisco position peaked at $3.66M in Q2 2019.
  • 2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.