Laurel Wealth Planning’s Cisco CSCO Stock Holding History

Laurel Wealth 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 Q3	–	Sell	-4,224	Closed	-$219K	–	52
2023 Q2	$219K	Hold	4,224	–	–	0.16%	53
2023 Q1	$221K	Hold	4,224	–	–	0.15%	55
2022 Q4	$201K	Sell	4,224 -1,400	-25%	-$63.7K	0.13%	60
2022 Q3	$225K	Hold	5,624	–	–	0.17%	52
2022 Q2	$240K	Sell	5,624 -2,100	-27%	-$101K	0.17%	55
2022 Q1	$431K	Buy	7,724 +7,500	+3,348%	+$424K	0.29%	53
2021 Q4	$14K	Hold	224	–	–	0.01%	128
2021 Q3	$12K	Hold	224	–	–	0.01%	132
2021 Q2	$12K	Hold	224	–	–	0.01%	93
2021 Q1	$12K	Hold	224	–	–	0.01%	88
2020 Q4	$10K	Buy	+224	New	+$9.21K	0.01%	80

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Laurel Wealth Planning's CSCO Position: Q3 2023 in Review

Laurel Wealth Planning sold out of Cisco (CSCO) in Q3 2023, closing a stake of 4,224 shares — an estimated $219K sold.

Laurel Wealth Planning first reported a position in CSCO in Q4 2020 and held it in 11 quarters. The position peaked at $431K in Q1 2022. 3,069 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

Laurel Wealth Planning reported no remaining Cisco position as of Q3 2023 after selling out during the quarter.
Laurel Wealth Planning sold 4,224 Cisco shares in Q3 2023, an estimated $219K.
Laurel Wealth Planning first reported a position in Cisco in Q4 2020 and held it in 11 quarters.
Laurel Wealth Planning's Cisco position peaked at $431K in Q1 2022.
3,069 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on Laurel Wealth Planning's 13F filing for Q3 2023, filed 27 Oct 2023.