Wingate Wealth Advisors’s Cisco CSCO Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-1,908	Closed	-$113K	–	171
2024 Q4	$113K	Buy	+1,908	New	+$109K	0.11%	131

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's CSCO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Cisco (CSCO) in Q1 2025, closing a stake of 1,908 shares — an estimated $113K sold.

Wingate Wealth Advisors first reported a position in CSCO in Q4 2024 and held it in 1 quarter. The position peaked at $113K in Q4 2024. 3,373 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

Wingate Wealth Advisors reported no remaining Cisco position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,908 Cisco shares in Q1 2025, an estimated $113K.
Wingate Wealth Advisors first reported a position in Cisco in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Cisco position peaked at $113K in Q4 2024.
3,373 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.