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
2023 Q3	–	Hold	0	–	-$140K	–	159
2023 Q2	–	Hold	0	–	–	–	168

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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.