Loveless Wealth Management’s Cisco CSCO Stock Holding History

Loveless 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
2022 Q2	$1.3M	Sell	30,613 -200	-0.6%	-$9.57K	0.85%	43
2022 Q1	$1.72M	Sell	30,813 -280	-0.9%	-$15.8K	0.97%	37
2021 Q4	$1.97M	Sell	31,093 -305	-1%	-$17.4K	1.08%	34
2021 Q3	$1.71M	Sell	31,398 -235	-0.7%	-$13.2K	1.04%	34
2021 Q2	$1.68M	Buy	31,633 +270	+0.9%	+$14.2K	1.02%	35
2021 Q1	$1.62M	Hold	31,363	–	–	1.07%	36
2020 Q4	$1.4M	Sell	31,363 -901	-3%	-$37K	1.03%	35
2020 Q3	$1.27M	Buy	32,264 +731	+2%	+$31.9K	1.07%	34
2020 Q2	$1.47M	Sell	31,533 -54	-0.2%	-$2.37K	1.37%	25
2020 Q1	$1.24M	Buy	31,587 +446	+1%	+$19.6K	1.46%	25
2019 Q4	$1.48M	Buy	+31,141	New	+$1.45M	1.28%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Loveless Wealth Management's CSCO Position: Q2 2022 in Review

Loveless Wealth Management reduced its Cisco (CSCO) stake by 0.65% in Q2 2022, selling an estimated $9.57K and leaving 30,613 shares worth $1.3M. The position accounts for 0.85% of the portfolio, ranked #43.

Loveless Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.97M in Q4 2021. 2,840 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

Loveless Wealth Management held 30,613 shares of Cisco worth $1.3M as of Q2 2022.
Loveless Wealth Management sold 200 Cisco shares in Q2 2022, an estimated $9.57K.
Cisco made up 0.85% of Loveless Wealth Management's portfolio in Q2 2022, its #43 holding.
Loveless Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Cisco position peaked at $1.97M in Q4 2021.
2,840 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.