Lake Point Wealth Management’s Cisco CSCO Stock Holding History

Lake Point 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
2022 Q2	$47K	Buy	1,096 +5	+0.5%	+$239	0.03%	72
2022 Q1	$61K	Buy	1,091 +5	+0.5%	+$283	0.03%	58
2021 Q4	$69K	Buy	1,086 +4	+0.4%	+$229	0.03%	60
2021 Q3	$59K	Buy	1,082 +405	+60%	+$22.7K	0.03%	57
2021 Q2	$36K	Buy	+677	New	+$35.6K	0.02%	82
2020 Q1	$30K	Buy	776 +72	+10%	+$3.16K	0.03%	68
2019 Q4	$34K	Buy	+704	New	+$32.7K	0.01%	149
2019 Q2	$30K	Hold	541	–	–	0.01%	202
2019 Q1	$30K	Sell	541 -4,999	-90%	-$243K	0.01%	202
2018 Q4	$240K	Buy	+5,540	New	+$253K	0.09%	125

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's CSCO Position: Q2 2022 in Review

Lake Point Wealth Management increased its Cisco (CSCO) stake by 0.46% in Q2 2022, buying an estimated $239 and bringing the position to 1,096 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #72.

Lake Point Wealth Management first reported a position in CSCO in Q4 2018 and has held it in 10 quarters since. The position peaked at $240K in Q4 2018. 2,840 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

Lake Point Wealth Management held 1,096 shares of Cisco worth $47K as of Q2 2022.
Lake Point Wealth Management bought 5 Cisco shares in Q2 2022, an estimated $239.
Cisco made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #72 holding.
Lake Point Wealth Management first reported a position in Cisco in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Cisco position peaked at $240K in Q4 2018.
2,840 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.