Surevest’s Cisco CSCO Stock Holding History

Surevest’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 Q3	$33K	Hold	821	–	–	0.01%	209
2022 Q2	$35K	Hold	821	–	–	0.01%	224
2022 Q1	$46K	Sell	821 -274	-25%	-$15.5K	0.01%	189
2021 Q4	$69K	Buy	+1,095	New	+$62.6K	0.02%	167

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

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

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

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

Surevest's CSCO Position: Q3 2022 in Review

Surevest held its Cisco (CSCO) position steady in Q3 2022 at 821 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #209.

Surevest first reported a position in CSCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $69K in Q4 2021. 2,794 funds tracked by Wall St. Rank hold CSCO as of Q3 2022.

Surevest held 821 shares of Cisco worth $33K as of Q3 2022.
Surevest left its Cisco share count unchanged in Q3 2022.
Cisco made up 0.01% of Surevest's portfolio in Q3 2022, its #209 holding.
Surevest first reported a position in Cisco in Q4 2021 and has held it in 4 quarters since.
Surevest's Cisco position peaked at $69K in Q4 2021.
2,794 funds tracked by Wall St. Rank held Cisco as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.