NEIRG Wealth Management’s Cisco CSCO Stock Holding History

NEIRG 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 Q3	–	Sell	-7,743	Closed	-$401K	–	24
2023 Q2	$401K	Hold	7,743	–	–	0.07%	104
2023 Q1	$405K	Sell	7,743 -4	-0.1%	-$195	0.07%	111
2022 Q4	$369K	Sell	7,747 -38	-0.5%	-$1.73K	0.07%	120
2022 Q3	$311K	Sell	7,785 -541	-6%	-$24K	0.06%	120
2022 Q2	$355K	Buy	8,326 +454	+6%	+$21.7K	0.08%	114
2022 Q1	$439K	Sell	7,872 -95	-1%	-$5.38K	0.09%	102
2021 Q4	$505K	Buy	+7,967	New	+$455K	0.1%	88

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's CSCO Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Cisco (CSCO) in Q3 2023, closing a stake of 7,743 shares — an estimated $401K sold.

NEIRG Wealth Management first reported a position in CSCO in Q4 2021 and held it in 7 quarters. The position peaked at $505K in Q4 2021. 3,072 funds tracked by Wall St. Rank hold CSCO as of Q3 2023.

NEIRG Wealth Management reported no remaining Cisco position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 7,743 Cisco shares in Q3 2023, an estimated $401K.
NEIRG Wealth Management first reported a position in Cisco in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Cisco position peaked at $505K in Q4 2021.
3,072 funds tracked by Wall St. Rank held Cisco as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.