Wilkinson Global Asset Management’s Cisco CSCO Stock Holding History

Wilkinson Global Asset 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 Q2	–	Sell	-4,194	Closed	-$209K	–	83
2024 Q1	$209K	Sell	4,194 -600	-13%	-$29.9K	0.01%	86
2023 Q4	$242K	Sell	4,794 -3,370	-41%	-$172K	0.02%	80
2023 Q3	$439K	Hold	8,164	–	–	0.03%	65
2023 Q2	$422K	Hold	8,164	–	–	0.03%	63
2023 Q1	$427K	Hold	8,164	–	–	0.03%	62
2022 Q4	$389K	Hold	8,164	–	–	0.03%	66
2022 Q3	$327K	Hold	8,164	–	–	0.03%	70
2022 Q2	$348K	Hold	8,164	–	–	0.03%	66
2022 Q1	$455K	Hold	8,164	–	–	0.03%	63
2021 Q4	$517K	Hold	8,164	–	–	0.03%	65
2021 Q3	$444K	Buy	8,164 +1,200	+17%	+$67.3K	0.03%	66
2021 Q2	$369K	Buy	6,964 +2,600	+60%	+$137K	0.02%	73
2021 Q1	$226K	Buy	+4,364	New	+$205K	0.01%	84

Other funds holding CSCO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilkinson Global Asset Management's CSCO Position: Q2 2024 in Review

Wilkinson Global Asset Management sold out of Cisco (CSCO) in Q2 2024, closing a stake of 4,194 shares — an estimated $209K sold.

Wilkinson Global Asset Management first reported a position in CSCO in Q1 2021 and held it in 13 quarters. The position peaked at $517K in Q4 2021. 3,051 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

Wilkinson Global Asset Management reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 4,194 Cisco shares in Q2 2024, an estimated $209K.
Wilkinson Global Asset Management first reported a position in Cisco in Q1 2021 and held it in 13 quarters.
Wilkinson Global Asset Management's Cisco position peaked at $517K in Q4 2021.
3,051 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.