Meredith Wealth Planning’s Cisco CSCO Stock Holding History

Meredith Wealth Planning’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 Q2	–	Sell	-5,684	Closed	-$297K	–	48
2023 Q1	$297K	Buy	5,684 +200	+4%	+$9.77K	0.24%	37
2022 Q4	$261K	Buy	+5,484	New	+$250K	0.23%	40

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

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

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

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

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

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

Meredith Wealth Planning's CSCO Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Cisco (CSCO) in Q2 2023, closing a stake of 5,684 shares — an estimated $297K sold.

Meredith Wealth Planning first reported a position in CSCO in Q4 2022 and held it in 2 quarters. The position peaked at $297K in Q1 2023. 3,014 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

Meredith Wealth Planning reported no remaining Cisco position as of Q2 2023 after selling out during the quarter.
Meredith Wealth Planning sold 5,684 Cisco shares in Q2 2023, an estimated $297K.
Meredith Wealth Planning first reported a position in Cisco in Q4 2022 and held it in 2 quarters.
Meredith Wealth Planning's Cisco position peaked at $297K in Q1 2023.
3,014 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.