BlueSky Wealth Advisors’s Cisco CSCO Stock Holding History

BlueSky Wealth 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
2021 Q4	–	Sell	-4,143	Closed	-$226K	–	70
2021 Q3	$226K	Buy	4,143 +19	+0.5%	+$1.07K	0.04%	62
2021 Q2	$222K	Hold	4,124	–	–	0.04%	61
2021 Q1	$213K	Buy	+4,124	New	+$194K	0.05%	56
2020 Q4	–	Sell	-6,017	Closed	-$240K	–	50
2020 Q3	$240K	Sell	6,017 -42	-0.7%	-$1.83K	0.06%	46
2020 Q2	$283K	Buy	6,059 +729	+14%	+$32K	0.08%	42
2020 Q1	$210K	Sell	5,330 -115	-2%	-$5.04K	0.08%	49
2019 Q4	$258K	Sell	5,445 -577	-10%	-$26.8K	0.08%	58
2019 Q3	$282K	Hold	6,022	–	–	0.1%	53
2019 Q2	$330K	Sell	6,022 -25	-0.4%	-$1.38K	0.12%	54
2019 Q1	$334K	Buy	6,047 +200	+3%	+$9.72K	0.12%	50
2018 Q4	$266K	Buy	+5,847	New	+$268K	0.1%	53

Other funds holding CSCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BlueSky Wealth Advisors's CSCO Position: Q4 2021 in Review

BlueSky Wealth Advisors sold out of Cisco (CSCO) in Q4 2021, closing a stake of 4,143 shares — an estimated $226K sold.

BlueSky Wealth Advisors first reported a position in CSCO in Q4 2018 and held it in 11 quarters. The position peaked at $334K in Q1 2019. 3,016 funds tracked by Wall St. Rank hold CSCO as of Q4 2021.

BlueSky Wealth Advisors reported no remaining Cisco position as of Q4 2021 after selling out during the quarter.
BlueSky Wealth Advisors sold 4,143 Cisco shares in Q4 2021, an estimated $226K.
BlueSky Wealth Advisors first reported a position in Cisco in Q4 2018 and held it in 11 quarters.
BlueSky Wealth Advisors's Cisco position peaked at $334K in Q1 2019.
3,016 funds tracked by Wall St. Rank held Cisco as of Q4 2021.

Based on BlueSky Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.