Gray Wealth Management’s Cisco CSCO Stock Holding History

Gray 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 Q4	$211K	Sell	3,561 -385	-10%	-$22K	0.08%	126
2024 Q3	$210K	Buy	+3,946	New	+$192K	0.08%	132
2024 Q1	–	Sell	-3,974	Closed	-$201K	–	137
2023 Q4	$201K	Sell	3,974 -132	-3%	-$6.74K	0.1%	127
2023 Q3	$221K	Buy	4,106 +163	+4%	+$8.79K	0.11%	111
2023 Q2	$204K	Buy	+3,943	New	+$194K	0.1%	127
2022 Q2	–	Sell	-4,233	Closed	-$236K	–	114
2022 Q1	$236K	Buy	4,233 +5	+0.1%	+$283	0.12%	107
2021 Q4	$268K	Buy	4,228 +4	+0.1%	+$229	0.13%	101
2021 Q3	$230K	Sell	4,224 -145	-3%	-$8.14K	0.13%	106
2021 Q2	$232K	Sell	4,369 -126	-3%	-$6.63K	0.13%	101
2021 Q1	$232K	Buy	+4,495	New	+$211K	0.15%	99

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Gray Wealth Management's CSCO Position: Q4 2024 in Review

Gray Wealth Management reduced its Cisco (CSCO) stake by 9.8% in Q4 2024, selling an estimated $22K and leaving 3,561 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #126.

Gray Wealth Management first reported a position in CSCO in Q1 2021 and has held it in 10 quarters since. The position peaked at $268K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

Gray Wealth Management held 3,561 shares of Cisco worth $211K as of Q4 2024.
Gray Wealth Management sold 385 Cisco shares in Q4 2024, an estimated $22K.
Cisco made up 0.08% of Gray Wealth Management's portfolio in Q4 2024, its #126 holding.
Gray Wealth Management first reported a position in Cisco in Q1 2021 and has held it in 10 quarters since.
Gray Wealth Management's Cisco position peaked at $268K in Q4 2021.
3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.