Wealthstreet Investment Advisors’s Cisco CSCO Stock Holding History

Wealthstreet Investment 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
2022 Q1	$35K	Hold	626	–	–	0.94%	28
2021 Q4	$40K	Hold	626	–	–	0.99%	27
2021 Q3	$34K	Sell	626 -2,350	-79%	-$132K	0.94%	30
2021 Q2	$158K	Sell	2,976 -107,271	-97%	-$5.64M	0.82%	37
2021 Q1	$5.7M	Sell	110,247 -3,250	-3%	-$153K	0.56%	46
2020 Q4	$5.08M	Sell	113,497 -30,250	-21%	-$1.24M	0.51%	47
2020 Q3	$5.66M	Buy	143,747 +16,546	+13%	+$721K	0.63%	38
2020 Q2	$5.93M	Sell	127,201 -999	-0.8%	-$43.8K	0.73%	37
2020 Q1	$5.04M	Sell	128,200 -11,771	-8%	-$516K	0.74%	37
2019 Q4	$6.71M	Buy	139,971 +11,548	+9%	+$537K	0.78%	36
2019 Q3	$6.07M	Sell	128,423 -1,548	-1%	-$80.5K	0.78%	38
2019 Q2	$7.11M	Sell	129,971 -1,602	-1%	-$88.5K	0.92%	29
2019 Q1	$7.1M	Sell	131,573 -1,522	-1%	-$74K	0.94%	29
2018 Q4	$6.09M	Sell	133,095 -7,800	-6%	-$357K	0.85%	31
2018 Q3	$6.86M	Sell	140,895 -120	-0.1%	-$5.4K	0.85%	30
2018 Q2	$6.07M	Buy	141,015 +9,080	+7%	+$397K	0.8%	30
2018 Q1	$5.66M	Sell	131,935 -1,956	-1%	-$83K	0.71%	33
2017 Q4	$5.13M	Buy	+133,891	New	+$4.78M	0.62%	40

Other funds holding CSCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

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

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

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

Fidelity Investments

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