Lakeshore Financial Planning’s Cisco CSCO Stock Holding History

Lakeshore Financial Planning’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
2023 Q4	–	Sell	-3,827	Closed	-$206K	–	65
2023 Q3	$206K	Buy	+3,827	New	+$206K	0.12%	57

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lakeshore Financial Planning's CSCO Position: Q4 2023 in Review

Lakeshore Financial Planning sold out of Cisco (CSCO) in Q4 2023, closing a stake of 3,827 shares — an estimated $206K sold.

Lakeshore Financial Planning first reported a position in CSCO in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 3,179 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

Lakeshore Financial Planning reported no remaining Cisco position as of Q4 2023 after selling out during the quarter.
Lakeshore Financial Planning sold 3,827 Cisco shares in Q4 2023, an estimated $206K.
Lakeshore Financial Planning first reported a position in Cisco in Q3 2023 and held it in 1 quarter.
Lakeshore Financial Planning's Cisco position peaked at $206K in Q3 2023.
3,179 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Lakeshore Financial Planning's 13F filing for Q4 2023, filed 14 Feb 2024.