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Milestone Investment Advisors’s Cisco CSCO Stock Holding History

Milestone Investment Advisors’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
-3,485
Closed -$187K – 196
2023
Q3 		$187K Buy
+3,485
New +$188K 0.05% 109
2023
Q2 		– Sell
-3,706
Closed -$194K – 191
2023
Q1 		$194K Buy
+3,706
New +$181K 0.06% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's CSCO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Cisco (CSCO) in Q4 2023, closing a stake of 3,485 shares — an estimated $187K sold.

Milestone Investment Advisors first reported a position in CSCO in Q1 2023 and held it in 2 quarters. The position peaked at $194K in Q1 2023. 3,179 funds tracked by Wall St. Rank hold CSCO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Cisco position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,485 Cisco shares in Q4 2023, an estimated $187K.
  • Milestone Investment Advisors first reported a position in Cisco in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Cisco position peaked at $194K in Q1 2023.
  • 3,179 funds tracked by Wall St. Rank held Cisco as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.