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Level Financial Advisors’s Cisco CSCO Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-619
Closed -$31.3K – 116
2023
Q4 		$31.3K Hold
619
– – 0.02% 139
2023
Q3 		$33.3K Hold
619
– – 0.02% 129
2023
Q2 		$32K Hold
619
– – 0.02% 129
2023
Q1 		$32.4K Sell
619
-11
-2% -$537 0.02% 114
2022
Q4 		$30K Buy
630
+11
+2% +$501 0.02% 111
2022
Q3 		$25K Hold
619
– – 0.02% 125
2022
Q2 		$26K Hold
619
– – 0.02% 133
2022
Q1 		$35K Sell
619
-113
-15% -$6.39K 0.03% 106
2021
Q4 		$46K Buy
+732
New +$41.8K 0.04% 101

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Level Financial Advisors's CSCO Position: Q1 2024 in Review

Level Financial Advisors sold out of Cisco (CSCO) in Q1 2024, closing a stake of 619 shares — an estimated $31.3K sold.

Level Financial Advisors first reported a position in CSCO in Q4 2021 and held it in 9 quarters. The position peaked at $46K in Q4 2021. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Level Financial Advisors reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 619 Cisco shares in Q1 2024, an estimated $31.3K.
  • Level Financial Advisors first reported a position in Cisco in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Cisco position peaked at $46K in Q4 2021.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.