MW
CSCO icon

Milestone Wealth’s Cisco CSCO Stock Holding History

Milestone Wealth’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
2022
Q3 		$34K Hold
848
– – 0.04% 128
2022
Q2 		$36K Hold
848
– – 0.04% 125
2022
Q1 		$54K Hold
848
– – 0.04% 129
2021
Q4 		$54K Buy
+848
New +$48.4K 0.04% 129

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Milestone Wealth's CSCO Position: Q3 2022 in Review

Milestone Wealth held its Cisco (CSCO) position steady in Q3 2022 at 848 shares worth $34K. The position accounts for 0.04% of the portfolio, ranked #128.

Milestone Wealth first reported a position in CSCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $54K in Q1 2022. 2,795 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

  • Milestone Wealth held 848 shares of Cisco worth $34K as of Q3 2022.
  • Milestone Wealth left its Cisco share count unchanged in Q3 2022.
  • Cisco made up 0.04% of Milestone Wealth's portfolio in Q3 2022, its #128 holding.
  • Milestone Wealth first reported a position in Cisco in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Cisco position peaked at $54K in Q1 2022.
  • 2,795 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.