Comprehensive Financial Management’s Cisco CSCO Stock Holding History

Comprehensive Financial Management’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	–	Sell	-6,409	Closed	-$256K	–	53
2022 Q3	$256K	Hold	6,409	–	–	0.01%	46
2022 Q2	$273K	Hold	6,409	–	–	0.01%	47
2022 Q1	$357K	Hold	6,409	–	–	0.01%	45
2021 Q4	$406K	Hold	6,409	–	–	0.01%	47
2021 Q3	$349K	Hold	6,409	–	–	﹤0.01%	41
2021 Q2	$340K	Sell	6,409 -5,000	-44%	-$263K	﹤0.01%	38
2021 Q1	$590K	Hold	11,409	–	–	0.01%	29
2020 Q4	$511K	Hold	11,409	–	–	0.01%	25
2020 Q3	$449K	Hold	11,409	–	–	0.01%	22
2020 Q2	$532K	Hold	11,409	–	–	0.01%	22
2020 Q1	$448K	Hold	11,409	–	–	0.01%	24
2019 Q4	$547K	Buy	+11,409	New	+$530K	0.01%	19

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Comprehensive Financial Management's CSCO Position: Q4 2022 in Review

Comprehensive Financial Management sold out of Cisco (CSCO) in Q4 2022, closing a stake of 6,409 shares — an estimated $256K sold.

Comprehensive Financial Management first reported a position in CSCO in Q4 2019 and held it in 12 quarters. The position peaked at $590K in Q1 2021. 2,978 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

Comprehensive Financial Management reported no remaining Cisco position as of Q4 2022 after selling out during the quarter.
Comprehensive Financial Management sold 6,409 Cisco shares in Q4 2022, an estimated $256K.
Comprehensive Financial Management first reported a position in Cisco in Q4 2019 and held it in 12 quarters.
Comprehensive Financial Management's Cisco position peaked at $590K in Q1 2021.
2,978 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on Comprehensive Financial Management's 13F filing for Q4 2022, filed 14 Feb 2023.