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Kathleen S. Wright Associates’s Cisco CSCO Stock Holding History

Kathleen S. Wright 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
2024
Q2 		– Sell
-14
Closed -$699 – 229
2024
Q1 		$699 Buy
+14
New +$698 ﹤0.01% 223
2023
Q4 		– Sell
-500
Closed -$26.9K – 202
2023
Q3 		$26.9K Buy
+500
New +$27K 0.02% 135
2023
Q1 		– Sell
-1,259
Closed -$60K – 173
2022
Q4 		$60K Hold
1,259
– – 0.04% 110
2022
Q3 		$50K Buy
+1,259
New +$55.9K 0.04% 108

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

Kathleen S. Wright Associates's CSCO Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Cisco (CSCO) in Q2 2024, closing a stake of 14 shares — an estimated $699 sold.

Kathleen S. Wright Associates first reported a position in CSCO in Q3 2022 and held it in 4 quarters. The position peaked at $60K in Q4 2022. 3,050 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 14 Cisco shares in Q2 2024, an estimated $699.
  • Kathleen S. Wright Associates first reported a position in Cisco in Q3 2022 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Cisco position peaked at $60K in Q4 2022.
  • 3,050 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.