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Kiely Wealth Advisory Group’s Cisco CSCO Stock Holding History

Kiely Wealth Advisory Group’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 		$378K Sell
6,023
-176
-3% -$10.1K 0.24% 38
2024
Q3 		$364K Hold
6,199
– – 0.23% 32
2024
Q2 		$284K Buy
6,199
+207
+3% +$9.83K 0.16% 35
2024
Q1 		$288K Hold
5,992
– – 0.16% 30
2023
Q4 		$314K Buy
+5,992
New +$306K 0.18% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kiely Wealth Advisory Group's CSCO Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Cisco (CSCO) stake by 2.8% in Q4 2024, selling an estimated $10.1K and leaving 6,023 shares worth $378K. The position accounts for 0.24% of the portfolio, ranked #38.

Kiely Wealth Advisory Group first reported a position in CSCO in Q4 2023 and has held it in 5 quarters since. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Kiely Wealth Advisory Group held 6,023 shares of Cisco worth $378K as of Q4 2024.
  • Kiely Wealth Advisory Group sold 176 Cisco shares in Q4 2024, an estimated $10.1K.
  • Cisco made up 0.24% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #38 holding.
  • Kiely Wealth Advisory Group first reported a position in Cisco in Q4 2023 and has held it in 5 quarters since.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.