FirstPurpose Wealth’s Cisco CSCO Stock Holding History

FirstPurpose Wealth’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	$850K	Buy	17,269 +64	+0.4%	+$3.19K	0.31%	61
2023 Q4	$869K	Buy	17,205 +180	+1%	+$9.2K	0.33%	53
2023 Q3	$915K	Sell	17,025 -2,105	-11%	-$114K	0.4%	45
2023 Q2	$990K	Buy	19,130 +429	+2%	+$21.1K	0.42%	43
2023 Q1	$978K	Buy	18,701 +2,377	+15%	+$116K	0.48%	37
2022 Q4	$778K	Buy	16,324 +2,586	+19%	+$118K	0.43%	39
2022 Q3	$550K	Buy	13,738 +2,080	+18%	+$92.3K	0.36%	53
2022 Q2	$497K	Buy	11,658 +3,673	+46%	+$176K	0.33%	53
2022 Q1	$445K	Sell	7,985 -1,813	-19%	-$103K	0.35%	58
2021 Q4	$621K	Buy	+9,798	New	+$560K	0.39%	47

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

FirstPurpose Wealth's CSCO Position: Q1 2024 in Review

FirstPurpose Wealth increased its Cisco (CSCO) stake by 0.37% in Q1 2024, buying an estimated $3.19K and bringing the position to 17,269 shares worth $850K. The position accounts for 0.31% of the portfolio, ranked #61.

FirstPurpose Wealth first reported a position in CSCO in Q4 2021 and has held it in 10 quarters since. The position peaked at $990K in Q2 2023. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

FirstPurpose Wealth held 17,269 shares of Cisco worth $850K as of Q1 2024.
FirstPurpose Wealth bought 64 Cisco shares in Q1 2024, an estimated $3.19K.
Cisco made up 0.31% of FirstPurpose Wealth's portfolio in Q1 2024, its #61 holding.
FirstPurpose Wealth first reported a position in Cisco in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Cisco position peaked at $990K in Q2 2023.
3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.