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KLR Investment Advisors’s Cisco CSCO Stock Holding History

KLR Investment Advisors’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
Q1 		$403K Sell
8,308
-1,069
-11% -$53.3K 0.29% 96
2023
Q4 		$474K Sell
9,377
-124
-1% -$6.33K 0.34% 78
2023
Q3 		$497K Sell
9,501
-410
-4% -$22.1K 0.45% 65
2023
Q2 		$513K Sell
9,911
-39
-0.4% -$1.92K 0.42% 66
2023
Q1 		$520K Buy
9,950
+183
+2% +$8.94K 0.46% 65
2022
Q4 		$465K Buy
+9,767
New +$445K 0.38% 74

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

KLR Investment Advisors's CSCO Position: Q1 2024 in Review

KLR Investment Advisors reduced its Cisco (CSCO) stake by 11% in Q1 2024, selling an estimated $53.3K and leaving 8,308 shares worth $403K. The position accounts for 0.29% of the portfolio, ranked #96.

KLR Investment Advisors first reported a position in CSCO in Q4 2022 and has held it in 6 quarters since. The position peaked at $520K in Q1 2023. 3,111 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • KLR Investment Advisors held 8,308 shares of Cisco worth $403K as of Q1 2024.
  • KLR Investment Advisors sold 1,069 Cisco shares in Q1 2024, an estimated $53.3K.
  • Cisco made up 0.29% of KLR Investment Advisors's portfolio in Q1 2024, its #96 holding.
  • KLR Investment Advisors first reported a position in Cisco in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Cisco position peaked at $520K in Q1 2023.
  • 3,111 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.