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Curi Wealth Management’s Cisco CSCO Stock Holding History

Curi Wealth 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
2024
Q1 		– Sell
-8,940
Closed -$452K – 26
2023
Q4 		$452K Buy
8,940
+144
+2% +$7.36K 0.06% 95
2023
Q3 		$473K Sell
8,796
-6,877
-44% -$371K 0.07% 89
2023
Q2 		$811K Sell
15,673
-245
-2% -$12.1K 0.11% 80
2023
Q1 		$832K Sell
15,918
-2,392
-13% -$117K 0.12% 82
2022
Q4 		$872K Buy
18,310
+328
+2% +$14.9K 0.12% 93
2022
Q3 		$719K Buy
17,982
+10,975
+157% +$487K 0.12% 90
2022
Q2 		$299K Buy
7,007
+1,929
+38% +$92.3K 0.06% 88
2022
Q1 		$283K Buy
5,078
+64
+1% +$3.62K 0.05% 88
2021
Q4 		$317K Buy
5,014
+500
+11% +$28.6K 0.05% 85
2021
Q3 		$245K Buy
4,514
+2
+0% +$112 0.11% 79
2021
Q2 		$239K Sell
4,512
-6
-0.1% -$316 0.12% 82
2021
Q1 		$233K Buy
4,518
+791
+21% +$37.1K 0.15% 79
2020
Q4 		$166K Buy
+3,727
New +$153K 0.12% 92

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

Curi Wealth Management's CSCO Position: Q1 2024 in Review

Curi Wealth Management sold out of Cisco (CSCO) in Q1 2024, closing a stake of 8,940 shares — an estimated $452K sold.

Curi Wealth Management first reported a position in CSCO in Q4 2020 and held it in 13 quarters. The position peaked at $872K in Q4 2022. 3,111 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Curi Wealth Management reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 8,940 Cisco shares in Q1 2024, an estimated $452K.
  • Curi Wealth Management first reported a position in Cisco in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Cisco position peaked at $872K in Q4 2022.
  • 3,111 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.