Stapp Wealth Management’s Cisco CSCO Stock Holding History

Stapp 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 Q4	–	Sell	-617	Closed	-$25K	–	40
2022 Q3	$25K	Buy	+617	New	+$27.4K	0.07%	44

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

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

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

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

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

Stapp Wealth Management's CSCO Position: Q4 2022 in Review

Stapp Wealth Management sold out of Cisco (CSCO) in Q4 2022, closing a stake of 617 shares — an estimated $25K sold.

Stapp Wealth Management first reported a position in CSCO in Q3 2022 and held it in 1 quarter. The position peaked at $25K in Q3 2022. 2,979 funds tracked by Wall St. Rank hold CSCO as of Q4 2022.

Stapp Wealth Management reported no remaining Cisco position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 617 Cisco shares in Q4 2022, an estimated $25K.
Stapp Wealth Management first reported a position in Cisco in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's Cisco position peaked at $25K in Q3 2022.
2,979 funds tracked by Wall St. Rank held Cisco as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.