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Ledge Wealth Management’s Cisco CSCO Stock Holding History

Ledge 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
2023
Q4 		$466K Sell
9,216
-1,289
-12% -$65.9K 0.18% 49
2023
Q3 		$565K Buy
10,505
+85
+0.8% +$4.59K 0.25% 46
2023
Q2 		$539K Sell
10,420
-670
-6% -$33K 0.26% 47
2023
Q1 		$580K Sell
11,090
-1,500
-12% -$73.3K 0.27% 49
2022
Q4 		$600K Sell
12,590
-311
-2% -$14.2K 0.27% 52
2022
Q3 		$516K Sell
12,901
-709
-5% -$31.5K 0.32% 50
2022
Q2 		$580K Hold
13,610
– – 0.36% 47
2022
Q1 		$759K Buy
+13,610
New +$770K 0.47% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ledge Wealth Management's CSCO Position: Q4 2023 in Review

Ledge Wealth Management reduced its Cisco (CSCO) stake by 12% in Q4 2023, selling an estimated $65.9K and leaving 9,216 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #49.

Ledge Wealth Management first reported a position in CSCO in Q1 2022 and has held it in 8 quarters since. The position peaked at $759K in Q1 2022. 3,178 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

  • Ledge Wealth Management held 9,216 shares of Cisco worth $466K as of Q4 2023.
  • Ledge Wealth Management sold 1,289 Cisco shares in Q4 2023, an estimated $65.9K.
  • Cisco made up 0.18% of Ledge Wealth Management's portfolio in Q4 2023, its #49 holding.
  • Ledge Wealth Management first reported a position in Cisco in Q1 2022 and has held it in 8 quarters since.
  • Ledge Wealth Management's Cisco position peaked at $759K in Q1 2022.
  • 3,178 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.