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Wealthstreet Investment Advisors’s Cisco CSCO Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$35K Hold
626
– – 0.94% 28
2021
Q4 		$40K Hold
626
– – 0.99% 27
2021
Q3 		$34K Sell
626
-2,350
-79% -$132K 0.94% 30
2021
Q2 		$158K Sell
2,976
-107,271
-97% -$5.64M 0.82% 37
2021
Q1 		$5.7M Sell
110,247
-3,250
-3% -$153K 0.56% 46
2020
Q4 		$5.08M Sell
113,497
-30,250
-21% -$1.24M 0.51% 47
2020
Q3 		$5.66M Buy
143,747
+16,546
+13% +$721K 0.63% 38
2020
Q2 		$5.93M Sell
127,201
-999
-0.8% -$43.8K 0.73% 37
2020
Q1 		$5.04M Sell
128,200
-11,771
-8% -$516K 0.74% 37
2019
Q4 		$6.71M Buy
139,971
+11,548
+9% +$537K 0.78% 36
2019
Q3 		$6.07M Sell
128,423
-1,548
-1% -$80.5K 0.78% 38
2019
Q2 		$7.11M Sell
129,971
-1,602
-1% -$88.5K 0.92% 29
2019
Q1 		$7.1M Sell
131,573
-1,522
-1% -$74K 0.94% 29
2018
Q4 		$6.09M Sell
133,095
-7,800
-6% -$357K 0.85% 31
2018
Q3 		$6.86M Sell
140,895
-120
-0.1% -$5.4K 0.85% 30
2018
Q2 		$6.07M Buy
141,015
+9,080
+7% +$397K 0.8% 30
2018
Q1 		$5.66M Sell
131,935
-1,956
-1% -$83K 0.71% 33
2017
Q4 		$5.13M Buy
+133,891
New +$4.78M 0.62% 40

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthstreet Investment Advisors's CSCO Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Cisco (CSCO) position steady in Q1 2022 at 626 shares worth $35K. The position accounts for 0.94% of the portfolio, ranked #28.

Wealthstreet Investment Advisors first reported a position in CSCO in Q4 2017 and has held it in 18 quarters since. The position peaked at $7.11M in Q2 2019. 2,992 funds tracked by Wall St. Rank hold CSCO as of Q1 2022.

  • Wealthstreet Investment Advisors held 626 shares of Cisco worth $35K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Cisco share count unchanged in Q1 2022.
  • Cisco made up 0.94% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #28 holding.
  • Wealthstreet Investment Advisors first reported a position in Cisco in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Cisco position peaked at $7.11M in Q2 2019.
  • 2,992 funds tracked by Wall St. Rank held Cisco as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.