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Joseph P. Lucia & Associates’s Cisco CSCO Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-1,750
Closed -$75K – 167
2022
Q2 		$75K Sell
1,750
-467
-21% -$22.4K 0.05% 158
2022
Q1 		$124K Buy
+2,217
New +$125K 0.08% 142
2021
Q4 		– Sell
-2,317
Closed -$126K – 215
2021
Q3 		$126K Sell
2,317
-169
-7% -$9.48K 0.07% 152
2021
Q2 		$132K Buy
2,486
+490
+25% +$25.8K 0.08% 144
2021
Q1 		$103K Buy
1,996
+70
+4% +$3.29K 0.05% 157
2020
Q4 		$86K Buy
+1,926
New +$79.2K 0.06% 157
2020
Q3 		– Sell
-2,241
Closed -$105K – 155
2020
Q2 		$105K Buy
2,241
+2
+0.1% +$88 0.09% 129
2020
Q1 		$88K Buy
2,239
+1,020
+84% +$44.7K 0.1% 132
2019
Q4 		$58K Sell
1,219
-368
-23% -$17.1K 0.05% 162
2019
Q3 		$78K Sell
1,587
-549
-26% -$28.5K 0.08% 138
2019
Q2 		$117K Sell
2,136
-71,973
-97% -$3.97M 0.12% 112
2019
Q1 		$1.33K Buy
+74,109
New +$3.6M 0.1% 100

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joseph P. Lucia & Associates's CSCO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Cisco (CSCO) in Q3 2022, closing a stake of 1,750 shares — an estimated $75K sold.

Joseph P. Lucia & Associates first reported a position in CSCO in Q1 2019 and held it in 12 quarters. The position peaked at $132K in Q2 2021. 2,794 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Cisco position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,750 Cisco shares in Q3 2022, an estimated $75K.
  • Joseph P. Lucia & Associates first reported a position in Cisco in Q1 2019 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's Cisco position peaked at $132K in Q2 2021.
  • 2,794 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.