LWM Advisory Services’s Cisco CSCO Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-1,926	Closed	-$104K	–	97
2023 Q3	$104K	Buy	+1,926	New	+$104K	0.11%	80
2022 Q1	–	Sell	-3,719	Closed	-$236K	–	114
2021 Q4	$236K	Buy	+3,719	New	+$212K	0.29%	96

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

LWM Advisory Services's CSCO Position: Q4 2023 in Review

LWM Advisory Services sold out of Cisco (CSCO) in Q4 2023, closing a stake of 1,926 shares — an estimated $104K sold.

LWM Advisory Services first reported a position in CSCO in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 3,178 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

LWM Advisory Services reported no remaining Cisco position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,926 Cisco shares in Q4 2023, an estimated $104K.
LWM Advisory Services first reported a position in Cisco in Q4 2021 and held it in 2 quarters.
LWM Advisory Services's Cisco position peaked at $236K in Q4 2021.
3,178 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.