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Laurel Wealth Advisors (California)’s Cisco CSCO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$3.62M Buy
76,048
+79
+0.1% +$3.6K 0.36% 64
2022
Q3 		$3.04M Buy
75,969
+1,044
+1% +$46.3K 0.32% 74
2022
Q2 		$3.19M Sell
74,925
-532
-0.7% -$25.5K 0.33% 77
2022
Q1 		$4.21M Buy
75,457
+9,467
+14% +$536K 0.35% 68
2021
Q4 		$4.18M Buy
65,990
+20,139
+44% +$1.15M 0.32% 75
2021
Q3 		$2.5M Sell
45,851
-3,813
-8% -$214K 0.46% 44
2021
Q2 		$2.63M Buy
49,664
+1,567
+3% +$82.4K 0.34% 67
2021
Q1 		$2.49M Sell
48,097
-206
-0.4% -$9.67K 0.38% 60
2020
Q4 		$2.16M Buy
48,303
+1,944
+4% +$79.9K 0.32% 73
2020
Q3 		$1.83M Buy
46,359
+54
+0.1% +$2.35K 0.3% 79
2020
Q2 		$2.16M Sell
46,305
-993
-2% -$43.5K 0.4% 63
2020
Q1 		$1.86M Sell
47,298
-51,594
-52% -$2.26M 0.43% 60
2019
Q4 		$4.74M Sell
98,892
-7,863
-7% -$365K 0.8% 25
2019
Q3 		$5.27M Buy
106,755
+9,548
+10% +$496K 0.9% 20
2019
Q2 		$5.32M Buy
97,207
+468
+0.5% +$25.8K 1.17% 13
2019
Q1 		$5.22M Buy
96,739
+2,781
+3% +$135K 1.29% 10
2018
Q4 		$4.07M Sell
93,958
-4,364
-4% -$200K 1.2% 15
2018
Q3 		$4.78M Buy
98,322
+798
+0.8% +$35.9K 1.17% 13
2018
Q2 		$4.2M Buy
97,524
+780
+0.8% +$34.1K 1.12% 16
2018
Q1 		$4.15M Sell
96,744
-5,525
-5% -$234K 1.29% 13
2017
Q4 		$3.92M Buy
102,269
+8,749
+9% +$313K 1.13% 16
2017
Q3 		$3.15M Sell
93,520
-248
-0.3% -$7.89K 1.05% 18
2017
Q2 		$2.93M Buy
93,768
+5,921
+7% +$193K 1.04% 17
2017
Q1 		$2.97M Buy
87,847
+5,303
+6% +$172K 1.15% 17
2016
Q4 		$2.49M Buy
82,544
+11,281
+16% +$344K 1.1% 17
2016
Q3 		$2.26M Sell
71,263
-74
-0.1% -$2.28K 1.07% 17
2016
Q2 		$2.05M Buy
71,337
+1,842
+3% +$51.7K 0.98% 21
2016
Q1 		$1.98M Buy
69,495
+635
+0.9% +$16.3K 0.99% 20
2015
Q4 		$1.87M Buy
+68,860
New +$1.9M 0.97% 22

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CSCO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Cisco (CSCO) stake by 0.1% in Q4 2022, buying an estimated $3.6K and bringing the position to 76,048 shares worth $3.62M. The position accounts for 0.36% of the portfolio, ranked #64.

Laurel Wealth Advisors (California) first reported a position in CSCO in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.32M in Q2 2019. 2,978 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 76,048 shares of Cisco worth $3.62M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 79 Cisco shares in Q4 2022, an estimated $3.6K.
  • Cisco made up 0.36% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #64 holding.
  • Laurel Wealth Advisors (California) first reported a position in Cisco in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Cisco position peaked at $5.32M in Q2 2019.
  • 2,978 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.