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Conscious Wealth Investments’s Cisco CSCO Stock Holding History

Conscious Wealth Investments’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
Q1 		– Sell
-52,880
Closed -$2.77M – 49
2023
Q4 		$2.77M Buy
+52,880
New +$2.7M 2.21% 15

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

Conscious Wealth Investments's CSCO Position: Q1 2024 in Review

Conscious Wealth Investments sold out of Cisco (CSCO) in Q1 2024, closing a stake of 52,880 shares — an estimated $2.77M sold.

Conscious Wealth Investments first reported a position in CSCO in Q4 2023 and held it in 1 quarter. The position peaked at $2.77M in Q4 2023. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Conscious Wealth Investments reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Conscious Wealth Investments sold 52,880 Cisco shares in Q1 2024, an estimated $2.77M.
  • Conscious Wealth Investments first reported a position in Cisco in Q4 2023 and held it in 1 quarter.
  • Conscious Wealth Investments's Cisco position peaked at $2.77M in Q4 2023.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Conscious Wealth Investments's 13F filing for Q1 2024, filed 24 Apr 2024.