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Capital Directions Investment Advisors’s Cisco CSCO Stock Holding History

Capital Directions 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
2022
Q4 		$6.67K Buy
+140
New +$6.37K ﹤0.01% 218
2022
Q3 		– Sell
-1,920
Closed -$85.2K – 198
2022
Q2 		$82K Buy
1,920
+187
+11% +$8.95K 0.03% 96
2022
Q1 		$97K Sell
1,733
-1,572
-48% -$89K 0.03% 100
2021
Q4 		$209K Buy
3,305
+1,785
+117% +$102K 0.06% 69
2021
Q3 		$83K Buy
1,520
+985
+184% +$55.3K 0.03% 104
2021
Q2 		$28K Buy
+535
New +$28.1K 0.01% 154
2021
Q1 		– Sell
-400
Closed -$18K – 217
2020
Q4 		$18K Sell
400
-1,633
-80% -$67.1K 0.01% 156
2020
Q3 		$80K Buy
2,033
+649
+47% +$28.3K 0.03% 83
2020
Q2 		$65K Sell
1,384
-400
-22% -$17.5K 0.03% 95
2020
Q1 		$70K Sell
1,784
-50
-3% -$2.19K 0.03% 87
2019
Q4 		$88K Buy
1,834
+200
+12% +$9.3K 0.03% 99
2019
Q3 		$81K Buy
+1,634
New +$84.9K 0.03% 95

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

Capital Directions Investment Advisors's CSCO Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Cisco (CSCO) in Q4 2022: 140 shares worth $6.67K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in CSCO as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in CSCO in Q3 2019 and has held it in 12 quarters since. The position peaked at $209K in Q4 2021. 2,979 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

  • Capital Directions Investment Advisors held 140 shares of Cisco worth $6.67K as of Q4 2022.
  • Cisco was a new Capital Directions Investment Advisors position in Q4 2022.
  • Cisco made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #218 holding.
  • Capital Directions Investment Advisors first reported a position in Cisco in Q3 2019 and has held it in 12 quarters since.
  • Capital Directions Investment Advisors's Cisco position peaked at $209K in Q4 2021.
  • 2,979 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.