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Engrave Wealth Partners’s Cisco CSCO Stock Holding History

Engrave Wealth Partners’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
Q4 		$378K Buy
7,485
+762
+11% +$38.9K 0.11% 54
2023
Q3 		$361K Buy
6,723
+695
+12% +$37.5K 0.11% 49
2023
Q2 		$312K Sell
6,028
-115
-2% -$5.66K 0.1% 51
2023
Q1 		$289K Sell
6,143
-18
-0.3% -$879 0.1% 56
2022
Q4 		$289K Buy
6,161
+509
+9% +$23.2K 0.1% 56
2022
Q3 		$226K Buy
+5,652
New +$251K 0.11% 54
2022
Q2 		– Sell
-5,456
Closed -$304K – 58
2022
Q1 		$304K Sell
5,456
-25
-0.5% -$1.42K 0.11% 43
2021
Q4 		$347K Sell
5,481
-180
-3% -$10.3K 0.1% 52
2021
Q3 		$308K Sell
5,661
-831
-13% -$46.6K 0.09% 54
2021
Q2 		$344K Buy
6,492
+1,628
+33% +$85.6K 0.1% 57
2021
Q1 		$252K Buy
4,864
+13
+0.3% +$610 0.1% 59
2020
Q4 		$220K Sell
4,851
-1,011
-17% -$41.5K 0.18% 52
2020
Q3 		$226K Buy
5,862
+498
+9% +$21.7K 0.22% 43
2020
Q2 		$250K Buy
5,364
+76
+1% +$3.33K 0.22% 41
2020
Q1 		$207K Sell
5,288
-241
-4% -$10.6K 0.24% 37
2019
Q4 		$265K Buy
+5,529
New +$257K 0.25% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Engrave Wealth Partners's CSCO Position: Q4 2023 in Review

Engrave Wealth Partners increased its Cisco (CSCO) stake by 11% in Q4 2023, buying an estimated $38.9K and bringing the position to 7,485 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #54.

Engrave Wealth Partners first reported a position in CSCO in Q4 2019 and has held it in 16 quarters since. 3,179 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

  • Engrave Wealth Partners held 7,485 shares of Cisco worth $378K as of Q4 2023.
  • Engrave Wealth Partners bought 762 Cisco shares in Q4 2023, an estimated $38.9K.
  • Cisco made up 0.11% of Engrave Wealth Partners's portfolio in Q4 2023, its #54 holding.
  • Engrave Wealth Partners first reported a position in Cisco in Q4 2019 and has held it in 16 quarters since.
  • 3,179 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.