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Alera Investment Advisors’s Cisco CSCO Stock Holding History

Alera 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
2024
Q3 		$612K Buy
11,505
+164
+1% +$7.98K 0.07% 118
2024
Q2 		$539K Buy
11,341
+2,668
+31% +$127K 0.06% 122
2024
Q1 		$433K Sell
8,673
-4,025
-32% -$201K 0.06% 128
2023
Q4 		$641K Sell
12,698
-3,860
-23% -$197K 0.08% 98
2023
Q3 		$890K Sell
16,558
-2,114
-11% -$114K 0.15% 62
2023
Q2 		$966K Buy
18,672
+887
+5% +$43.6K 0.21% 54
2023
Q1 		$930K Buy
17,785
+506
+3% +$24.7K 0.21% 51
2022
Q4 		$823K Buy
17,279
+168
+1% +$7.65K 0.19% 58
2022
Q3 		$684K Buy
17,111
+606
+4% +$26.9K 0.19% 70
2022
Q2 		$704K Sell
16,505
-1,207
-7% -$57.8K 0.2% 72
2022
Q1 		$987K Buy
+17,712
New +$1M 0.23% 58
2019
Q4 		– Sell
-4,067
Closed -$201K – 67
2019
Q3 		$201K Sell
4,067
-368
-8% -$19.1K 0.1% 74
2019
Q2 		$243K Buy
4,435
+27
+0.6% +$1.49K 0.12% 61
2019
Q1 		$238K Sell
4,408
-739
-14% -$35.9K 0.12% 64
2018
Q4 		$223K Buy
+5,147
New +$236K 0.14% 79

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's CSCO Position: Q3 2024 in Review

Alera Investment Advisors increased its Cisco (CSCO) stake by 1.4% in Q3 2024, buying an estimated $7.98K and bringing the position to 11,505 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #118.

Alera Investment Advisors first reported a position in CSCO in Q4 2018 and has held it in 15 quarters since. The position peaked at $987K in Q1 2022. 3,067 funds tracked by Wall St. Rank hold CSCO as of Q3 2024.

  • Alera Investment Advisors held 11,505 shares of Cisco worth $612K as of Q3 2024.
  • Alera Investment Advisors bought 164 Cisco shares in Q3 2024, an estimated $7.98K.
  • Cisco made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #118 holding.
  • Alera Investment Advisors first reported a position in Cisco in Q4 2018 and has held it in 15 quarters since.
  • Alera Investment Advisors's Cisco position peaked at $987K in Q1 2022.
  • 3,067 funds tracked by Wall St. Rank held Cisco as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.