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Janiczek Wealth Management’s Cisco CSCO Stock Holding History

Janiczek 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
Q2 		$767K Sell
16,153
-2,957
-15% -$140K 0.16% 58
2024
Q1 		$954K Buy
19,110
+2,214
+13% +$110K 0.2% 46
2023
Q4 		$854K Buy
16,896
+1,109
+7% +$56.7K 0.21% 43
2023
Q3 		$849K Buy
15,787
+1,131
+8% +$61K 0.22% 43
2023
Q2 		$758K Sell
14,656
-743
-5% -$36.5K 0.21% 40
2023
Q1 		$780K Sell
15,399
-101
-0.7% -$4.93K 0.22% 37
2022
Q4 		$761K Buy
15,500
+4,988
+47% +$227K 0.21% 41
2022
Q3 		$421K Sell
10,512
-2,155
-17% -$95.6K 0.14% 52
2022
Q2 		$575K Buy
12,667
+2,930
+30% +$140K 0.17% 44
2022
Q1 		$543K Buy
9,737
+65
+0.7% +$3.68K 0.15% 49
2021
Q4 		$613K Buy
9,672
+43
+0.4% +$2.46K 0.18% 44
2021
Q3 		$524K Buy
9,629
+1,325
+16% +$74.3K 0.19% 42
2021
Q2 		$440K Buy
8,304
+725
+10% +$38.1K 0.16% 43
2021
Q1 		$392K Buy
7,579
+1,026
+16% +$48.2K 0.16% 44
2020
Q4 		$293K Buy
6,553
+2,302
+54% +$94.6K 0.14% 44
2020
Q3 		$167K Buy
4,251
+406
+11% +$17.7K 0.09% 51
2020
Q2 		$179K Buy
3,845
+1,105
+40% +$48.5K 0.1% 40
2020
Q1 		$108K Hold
2,740
– – 0.06% 46
2019
Q4 		$131K Hold
2,740
– – 0.06% 48
2019
Q3 		$135K Buy
2,740
+195
+8% +$10.1K 0.06% 44
2019
Q2 		$139K Hold
2,545
– – 0.07% 43
2019
Q1 		$137K Hold
2,545
– – 0.06% 49
2018
Q4 		$110K Hold
2,545
– – 0.06% 56
2018
Q3 		$124K Hold
2,545
– – 0.06% 48
2018
Q2 		$110K Buy
+2,545
New +$111K 0.06% 49
2017
Q1 		– Sell
-2,145
Closed -$65K – 36
2016
Q4 		$65K Buy
+2,145
New +$65.4K 0.03% 43

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

Janiczek Wealth Management's CSCO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Cisco (CSCO) stake by 15% in Q2 2024, selling an estimated $140K and leaving 16,153 shares worth $767K. The position accounts for 0.16% of the portfolio, ranked #58.

Janiczek Wealth Management first reported a position in CSCO in Q4 2016 and has held it in 26 quarters since. The position peaked at $954K in Q1 2024. 3,050 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • Janiczek Wealth Management held 16,153 shares of Cisco worth $767K as of Q2 2024.
  • Janiczek Wealth Management sold 2,957 Cisco shares in Q2 2024, an estimated $140K.
  • Cisco made up 0.16% of Janiczek Wealth Management's portfolio in Q2 2024, its #58 holding.
  • Janiczek Wealth Management first reported a position in Cisco in Q4 2016 and has held it in 26 quarters since.
  • Janiczek Wealth Management's Cisco position peaked at $954K in Q1 2024.
  • 3,050 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.