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Life Planning Partners’s Cisco CSCO Stock Holding History

Life Planning Partners’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
-963
Closed -$48.7K – 98
2023
Q4 		$48.7K Buy
+963
New +$49.2K 0.05% 106
2022
Q3 		$38.5K Hold
963
– – 0.04% 95
2022
Q2 		$41K Hold
963
– – 0.05% 95
2022
Q1 		$54K Hold
963
– – 0.06% 84
2021
Q4 		$61K Buy
+963
New +$55K 0.06% 81

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

Life Planning Partners's CSCO Position: Q1 2024 in Review

Life Planning Partners sold out of Cisco (CSCO) in Q1 2024, closing a stake of 963 shares — an estimated $48.7K sold.

Life Planning Partners first reported a position in CSCO in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q4 2021. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Life Planning Partners reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 963 Cisco shares in Q1 2024, an estimated $48.7K.
  • Life Planning Partners first reported a position in Cisco in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Cisco position peaked at $61K in Q4 2021.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.