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Delap Wealth Advisory’s Cisco CSCO Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-6,132
Closed -$306K – 164
2024
Q1 		$306K Buy
+6,132
New +$306K 0.12% 149
2023
Q1 		– Sell
-5,284
Closed -$252K – 63
2022
Q4 		$252K Buy
+5,284
New +$241K 0.26% 56

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

Delap Wealth Advisory's CSCO Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Cisco (CSCO) in Q2 2024, closing a stake of 6,132 shares — an estimated $306K sold.

Delap Wealth Advisory first reported a position in CSCO in Q4 2022 and held it in 2 quarters. The position peaked at $306K in Q1 2024. 3,051 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 6,132 Cisco shares in Q2 2024, an estimated $306K.
  • Delap Wealth Advisory first reported a position in Cisco in Q4 2022 and held it in 2 quarters.
  • Delap Wealth Advisory's Cisco position peaked at $306K in Q1 2024.
  • 3,051 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.