Minot Wealth Management’s Cisco CSCO Stock Holding History

Minot 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
2022 Q2	$1.31M	Sell	30,825 -6,230	-17%	-$298K	0.34%	60
2022 Q1	$2.07M	Buy	37,055 +879	+2%	+$49.7K	0.44%	52
2021 Q4	$2.29M	Buy	36,176 +949	+3%	+$54.2K	0.44%	57
2021 Q3	$1.92M	Buy	35,227 +3,129	+10%	+$176K	0.41%	60
2021 Q2	$1.71M	Buy	32,098 +2,474	+8%	+$130K	0.37%	69
2021 Q1	$1.53M	Buy	29,624 +1,844	+7%	+$86.6K	0.39%	71
2020 Q4	$1.24M	Sell	27,780 -42,206	-60%	-$1.73M	0.37%	67
2020 Q3	$2.76M	Buy	69,986 +5,984	+9%	+$261K	1.04%	43
2020 Q2	$2.98M	Buy	64,002 +11,211	+21%	+$492K	1.49%	25
2020 Q1	$2.08M	Buy	52,791 +18,724	+55%	+$821K	1.49%	22
2019 Q4	$1.67M	Buy	+34,067	New	+$1.58M	0.76%	46

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Minot Wealth Management's CSCO Position: Q2 2022 in Review

Minot Wealth Management reduced its Cisco (CSCO) stake by 17% in Q2 2022, selling an estimated $298K and leaving 30,825 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #60.

Minot Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.98M in Q2 2020. 2,841 funds tracked by Wall St. Rank hold CSCO as of Q2 2022.

Minot Wealth Management held 30,825 shares of Cisco worth $1.31M as of Q2 2022.
Minot Wealth Management sold 6,230 Cisco shares in Q2 2022, an estimated $298K.
Cisco made up 0.34% of Minot Wealth Management's portfolio in Q2 2022, its #60 holding.
Minot Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Cisco position peaked at $2.98M in Q2 2020.
2,841 funds tracked by Wall St. Rank held Cisco as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.