NFP
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Novak Financial Planning’s Cisco CSCO Stock Holding History

Novak Financial Planning’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
2021
Q2 		$200K Buy
+3,773
New +$198K 0.1% 120

Other funds holding CSCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Novak Financial Planning's CSCO Position: Q2 2021 in Review

Novak Financial Planning opened a new position in Cisco (CSCO) in Q2 2021: 3,773 shares worth $200K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

2,696 funds tracked by Wall St. Rank hold CSCO as of Q2 2021.

  • Novak Financial Planning held 3,773 shares of Cisco worth $200K as of Q2 2021.
  • Cisco was a new Novak Financial Planning position in Q2 2021.
  • Cisco made up 0.1% of Novak Financial Planning's portfolio in Q2 2021, its #120 holding.
  • 2,696 funds tracked by Wall St. Rank held Cisco as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.