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YorkBridge Wealth Partners’s Cisco CSCO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$1.22M Sell
25,548
-388
-1% -$17.7K 0.31% 79
2022
Q3 		$1.04M Sell
25,936
-276
-1% -$12.2K 0.27% 77
2022
Q2 		$1.12M Buy
26,212
+1,728
+7% +$82.7K 0.29% 73
2022
Q1 		$1.36M Sell
24,484
-27
-0.1% -$1.53K 0.3% 69
2021
Q4 		$1.55M Buy
24,511
+314
+1% +$17.9K 0.35% 67
2021
Q3 		$1.32M Buy
24,197
+5,133
+27% +$288K 0.33% 72
2021
Q2 		$1.01M Buy
19,064
+6,955
+57% +$366K 0.26% 77
2021
Q1 		$626K Buy
12,109
+220
+2% +$10.3K 0.19% 101
2020
Q4 		$532K Buy
11,889
+31
+0.3% +$1.27K 0.18% 99
2020
Q3 		$467K Sell
11,858
-303
-2% -$13.2K 0.2% 96
2020
Q2 		$567K Sell
12,161
-1,855
-13% -$81.3K 0.26% 83
2020
Q1 		$551K Sell
14,016
-451
-3% -$19.8K 0.34% 76
2019
Q4 		$694K Sell
14,467
-678
-4% -$31.5K 0.32% 81
2019
Q3 		$748K Sell
15,145
-2,195
-13% -$114K 0.38% 71
2019
Q2 		$949K Buy
17,340
+620
+4% +$34.2K 0.42% 61
2019
Q1 		$903K Sell
16,720
-1,280
-7% -$62.2K 0.42% 62
2018
Q4 		$780K Buy
18,000
+2,254
+14% +$103K 0.41% 64
2018
Q3 		$770K Sell
15,746
-5,762
-27% -$259K 0.35% 73
2018
Q2 		$925K Hold
21,508
– – 0.41% 66
2018
Q1 		$932K Sell
21,508
-749
-3% -$31.8K 0.43% 67
2017
Q4 		$863K Buy
22,257
+2,989
+16% +$107K 0.42% 66
2017
Q3 		$648K Buy
19,268
+6,139
+47% +$195K 0.34% 74
2017
Q2 		$411K Buy
13,129
+320
+2% +$10.4K 0.22% 98
2017
Q1 		$439K Buy
12,809
+277
+2% +$8.98K 0.23% 93
2016
Q4 		$377K Buy
+12,532
New +$382K 0.22% 100

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's CSCO Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Cisco (CSCO) stake by 1.5% in Q4 2022, selling an estimated $17.7K and leaving 25,548 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #79.

YorkBridge Wealth Partners first reported a position in CSCO in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.55M in Q4 2021. 2,978 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

  • YorkBridge Wealth Partners held 25,548 shares of Cisco worth $1.22M as of Q4 2022.
  • YorkBridge Wealth Partners sold 388 Cisco shares in Q4 2022, an estimated $17.7K.
  • Cisco made up 0.31% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #79 holding.
  • YorkBridge Wealth Partners first reported a position in Cisco in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Cisco position peaked at $1.55M in Q4 2021.
  • 2,978 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.