MWS
CSCO icon

Maxwell Wealth Strategies’s Cisco CSCO Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$822K Sell
13,893
-44
-0.3% -$2.51K 0.34% 68
2024
Q3 		$783K Sell
13,937
-28,342
-67% -$1.38M 0.33% 70
2024
Q2 		$2.01M Sell
42,279
-113
-0.3% -$5.37K 0.98% 36
2024
Q1 		$1.96M Sell
42,392
-7,955
-16% -$397K 0.99% 37
2023
Q4 		$2.54M Buy
+50,347
New +$2.57M 1.66% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Maxwell Wealth Strategies's CSCO Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Cisco (CSCO) stake by 0.32% in Q4 2024, selling an estimated $2.51K and leaving 13,893 shares worth $822K. The position accounts for 0.34% of the portfolio, ranked #68.

Maxwell Wealth Strategies first reported a position in CSCO in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.54M in Q4 2023. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Maxwell Wealth Strategies held 13,893 shares of Cisco worth $822K as of Q4 2024.
  • Maxwell Wealth Strategies sold 44 Cisco shares in Q4 2024, an estimated $2.51K.
  • Cisco made up 0.34% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #68 holding.
  • Maxwell Wealth Strategies first reported a position in Cisco in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Cisco position peaked at $2.54M in Q4 2023.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.