Legacy Wealth Planning’s Cisco CSCO Stock Holding History

Legacy 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
2022 Q3	$205K	Buy	5,114 +4	+0.1%	+$177	0.34%	75
2022 Q2	$218K	Sell	5,110 -217	-4%	-$10.4K	0.31%	82
2022 Q1	$297K	Buy	5,327 +753	+16%	+$42.6K	0.35%	59
2021 Q4	$290K	Buy	4,574 +3	+0.1%	+$171	0.33%	63
2021 Q3	$249K	Buy	4,571 +3	+0.1%	+$168	0.28%	80
2021 Q2	$242K	Buy	4,568 +3	+0.1%	+$158	0.28%	80
2021 Q1	$236K	Sell	4,565 -496	-10%	-$23.3K	0.3%	76
2020 Q4	$226K	Buy	+5,061	New	+$208K	0.29%	73
2020 Q3	–	Sell	-4,854	Closed	-$226K	–	81
2020 Q2	$226K	Buy	+4,854	New	+$213K	0.27%	61
2020 Q1	–	Sell	-4,647	Closed	-$223K	–	75
2019 Q4	$223K	Buy	+4,647	New	+$216K	0.25%	69

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

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

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

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

Legacy Wealth Planning's CSCO Position: Q3 2022 in Review

Legacy Wealth Planning increased its Cisco (CSCO) stake by 0.08% in Q3 2022, buying an estimated $177 and bringing the position to 5,114 shares worth $205K. The position accounts for 0.34% of the portfolio, ranked #75.

Legacy Wealth Planning first reported a position in CSCO in Q4 2019 and has held it in 10 quarters since. The position peaked at $297K in Q1 2022. 2,795 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

Legacy Wealth Planning held 5,114 shares of Cisco worth $205K as of Q3 2022.
Legacy Wealth Planning bought 4 Cisco shares in Q3 2022, an estimated $177.
Cisco made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #75 holding.
Legacy Wealth Planning first reported a position in Cisco in Q4 2019 and has held it in 10 quarters since.
Legacy Wealth Planning's Cisco position peaked at $297K in Q1 2022.
2,795 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.