Meritas Wealth Management’s Cisco CSCO Stock Holding History

Meritas 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
2023 Q2	–	Sell	-4,116	Closed	-$215K	–	43
2023 Q1	$215K	Buy	+4,116	New	+$201K	0.17%	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

Meritas Wealth Management's CSCO Position: Q2 2023 in Review

Meritas Wealth Management sold out of Cisco (CSCO) in Q2 2023, closing a stake of 4,116 shares — an estimated $215K sold.

Meritas Wealth Management first reported a position in CSCO in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 3,015 funds tracked by Wall St. Rank hold CSCO as of Q2 2023.

Meritas Wealth Management reported no remaining Cisco position as of Q2 2023 after selling out during the quarter.
Meritas Wealth Management sold 4,116 Cisco shares in Q2 2023, an estimated $215K.
Meritas Wealth Management first reported a position in Cisco in Q1 2023 and held it in 1 quarter.
Meritas Wealth Management's Cisco position peaked at $215K in Q1 2023.
3,015 funds tracked by Wall St. Rank held Cisco as of Q2 2023.

Based on Meritas Wealth Management's 13F filing for Q2 2023, filed 5 Sep 2023.