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Prepared Retirement Institute’s Cisco CSCO Stock Holding History

Prepared Retirement Institute’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
2024
Q1 		– Sell
-5,482
Closed -$277K – 74
2023
Q4 		$277K Buy
+5,482
New +$280K 0.21% 62

Other funds holding CSCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prepared Retirement Institute's CSCO Position: Q1 2024 in Review

Prepared Retirement Institute sold out of Cisco (CSCO) in Q1 2024, closing a stake of 5,482 shares — an estimated $277K sold.

Prepared Retirement Institute first reported a position in CSCO in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 3,112 funds tracked by Wall St. Rank hold CSCO as of Q1 2024.

  • Prepared Retirement Institute reported no remaining Cisco position as of Q1 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 5,482 Cisco shares in Q1 2024, an estimated $277K.
  • Prepared Retirement Institute first reported a position in Cisco in Q4 2023 and held it in 1 quarter.
  • Prepared Retirement Institute's Cisco position peaked at $277K in Q4 2023.
  • 3,112 funds tracked by Wall St. Rank held Cisco as of Q1 2024.

Based on Prepared Retirement Institute's 13F filing for Q1 2024, filed 13 Feb 2025.