Lucia Wealth Services’s Cisco CSCO Stock Holding History

Lucia Wealth Services’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
2020 Q3	$227K	Buy	5,774 +765	+15%	+$33.3K	0.05%	114
2020 Q2	$234K	Buy	5,009 +1,302	+35%	+$57.1K	0.06%	117
2020 Q1	$146K	Buy	3,707 +2,388	+181%	+$105K	0.05%	138
2019 Q4	$63K	Buy	1,319 +175	+15%	+$8.13K	0.02%	148
2019 Q3	$57K	Hold	1,144	–	–	0.02%	130
2019 Q2	$63K	Buy	1,144 +480	+72%	+$26.5K	0.02%	141
2019 Q1	$36K	Buy	664 +540	+435%	+$26.2K	0.01%	165
2018 Q4	$5K	Sell	124 -1,225	-91%	-$56.1K	﹤0.01%	165
2018 Q3	$66K	Buy	1,349 +43	+3%	+$1.93K	0.02%	178
2018 Q2	$56K	Buy	1,306 +718	+122%	+$31.4K	0.02%	157
2018 Q1	$25K	Buy	+588	New	+$24.9K	0.01%	165

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lucia Wealth Services's CSCO Position: Q3 2020 in Review

Lucia Wealth Services increased its Cisco (CSCO) stake by 15% in Q3 2020, buying an estimated $33.3K and bringing the position to 5,774 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #114.

Lucia Wealth Services first reported a position in CSCO in Q1 2018 and has held it in 11 quarters since. The position peaked at $234K in Q2 2020. 2,436 funds tracked by Wall St. Rank hold CSCO as of Q3 2020.

Lucia Wealth Services held 5,774 shares of Cisco worth $227K as of Q3 2020.
Lucia Wealth Services bought 765 Cisco shares in Q3 2020, an estimated $33.3K.
Cisco made up 0.05% of Lucia Wealth Services's portfolio in Q3 2020, its #114 holding.
Lucia Wealth Services first reported a position in Cisco in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Cisco position peaked at $234K in Q2 2020.
2,436 funds tracked by Wall St. Rank held Cisco as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.