Castle Financial & Retirement Planning Associates’s Cisco CSCO Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$11K	Buy	+190	New	+$10.9K	0.04%	95

Other funds holding CSCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CSCO Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Cisco (CSCO) in Q4 2021: 190 shares worth $11K. The stake represents 0.04% of the portfolio and ranks #95 among its holdings.

3,016 funds tracked by Wall St. Rank hold CSCO as of Q4 2021.

Castle Financial & Retirement Planning Associates held 190 shares of Cisco worth $11K as of Q4 2021.
Cisco was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Cisco made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #95 holding.
3,016 funds tracked by Wall St. Rank held Cisco as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.