Bull Oak Capital’s Cisco CSCO Stock Holding History

Bull Oak Capital’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 Q4	–	Sell	-1,515	Closed	-$80.6K	–	38
2024 Q3	$80.6K	Buy	+1,515	New	+$73.7K	0.05%	40

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bull Oak Capital's CSCO Position: Q4 2024 in Review

Bull Oak Capital sold out of Cisco (CSCO) in Q4 2024, closing a stake of 1,515 shares — an estimated $80.6K sold.

Bull Oak Capital first reported a position in CSCO in Q3 2024 and held it in 1 quarter. The position peaked at $80.6K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

Bull Oak Capital reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 1,515 Cisco shares in Q4 2024, an estimated $80.6K.
Bull Oak Capital first reported a position in Cisco in Q3 2024 and held it in 1 quarter.
Bull Oak Capital's Cisco position peaked at $80.6K in Q3 2024.
3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.