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Clarus Wealth Advisors’s Cisco CSCO Stock Holding History

Clarus 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
2019
Q3 		– Sell
-3,262
Closed -$179K – 218
2019
Q2 		$179K Buy
3,262
+478
+17% +$26.4K 0.13% 126
2019
Q1 		$150K Sell
2,784
-120
-4% -$5.83K 0.11% 139
2018
Q4 		$126K Buy
2,904
+113
+4% +$5.17K 0.2% 134
2018
Q3 		$136K Buy
2,791
+621
+29% +$27.9K 0.09% 175
2018
Q2 		$93K Buy
+2,170
New +$94.8K 0.07% 204

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarus Wealth Advisors's CSCO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Cisco (CSCO) in Q3 2019, closing a stake of 3,262 shares — an estimated $179K sold.

Clarus Wealth Advisors first reported a position in CSCO in Q2 2018 and held it in 5 quarters. The position peaked at $179K in Q2 2019. 2,367 funds tracked by Wall St. Rank hold CSCO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Cisco position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,262 Cisco shares in Q3 2019, an estimated $179K.
  • Clarus Wealth Advisors first reported a position in Cisco in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Cisco position peaked at $179K in Q2 2019.
  • 2,367 funds tracked by Wall St. Rank held Cisco as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.