New Wave Wealth Advisors’s Cisco CSCO Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-3,200	Closed	-$189K	–	247
2024 Q4	$189K	Sell	3,200 -660	-17%	-$37.7K	0.08%	139
2024 Q3	$205K	Buy	+3,860	New	+$188K	0.09%	144

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's CSCO Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Cisco (CSCO) in Q1 2025, closing a stake of 3,200 shares — an estimated $189K sold.

New Wave Wealth Advisors first reported a position in CSCO in Q3 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 3,372 funds tracked by Wall St. Rank hold CSCO as of Q1 2025.

New Wave Wealth Advisors reported no remaining Cisco position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 3,200 Cisco shares in Q1 2025, an estimated $189K.
New Wave Wealth Advisors first reported a position in Cisco in Q3 2024 and held it in 2 quarters.
New Wave Wealth Advisors's Cisco position peaked at $205K in Q3 2024.
3,372 funds tracked by Wall St. Rank held Cisco as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.