Clear Perspective Advisors’s Cisco CSCO Stock Holding History

Clear Perspective 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	$991K	Buy	15,643 +537	+4%	+$30.7K	0.3%	59
2021 Q3	$822K	Buy	15,106 +582	+4%	+$32.7K	0.28%	65
2021 Q2	$770K	Sell	14,524 -79	-0.5%	-$4.16K	0.27%	68
2021 Q1	$755K	Buy	14,603 +1,815	+14%	+$85.2K	0.3%	68
2020 Q4	$572K	Sell	12,788 -510	-4%	-$21K	0.23%	79
2020 Q3	$36.6K	Buy	13,298 +1,420	+12%	+$61.9K	17.18%	1
2020 Q2	$554K	Sell	11,878 -2,132	-15%	-$93.5K	0.3%	59
2020 Q1	$551K	Buy	14,010 +752	+6%	+$33K	0.37%	57
2019 Q4	$636K	Buy	13,258 +1,055	+9%	+$49K	0.39%	61
2019 Q3	$603K	Hold	12,203	–	–	0.27%	74
2019 Q2	$668K	Sell	12,203 -70	-0.6%	-$3.87K	0.43%	60
2019 Q1	$693K	Buy	12,273 +2,000	+19%	+$97.2K	0.49%	54
2018 Q4	$445K	Buy	10,273 +1,000	+11%	+$45.8K	0.37%	83
2018 Q3	$451K	Sell	9,273 -35	-0.4%	-$1.57K	0.33%	87
2018 Q2	$401K	Hold	9,308	–	–	0.28%	92
2018 Q1	$399K	Buy	9,308 +102	+1%	+$4.33K	0.3%	84
2017 Q4	$353K	Buy	9,206 +100	+1%	+$3.57K	0.27%	95
2017 Q3	$306K	Buy	9,106 +200	+2%	+$6.37K	0.25%	101
2017 Q2	$279K	Buy	8,906 +793	+10%	+$25.8K	0.23%	102
2017 Q1	$274K	Sell	8,113 -7,100	-47%	-$230K	0.18%	101
2016 Q4	$460K	Buy	+15,213	New	+$464K	0.31%	74

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

Clear Perspective Advisors's CSCO Position: Q4 2021 in Review

Clear Perspective Advisors increased its Cisco (CSCO) stake by 3.6% in Q4 2021, buying an estimated $30.7K and bringing the position to 15,643 shares worth $991K. The position accounts for 0.3% of the portfolio, ranked #59.

Clear Perspective Advisors first reported a position in CSCO in Q4 2016 and has held it in 21 quarters since. 3,016 funds tracked by Wall St. Rank hold CSCO as of Q4 2021.

Clear Perspective Advisors held 15,643 shares of Cisco worth $991K as of Q4 2021.
Clear Perspective Advisors bought 537 Cisco shares in Q4 2021, an estimated $30.7K.
Cisco made up 0.3% of Clear Perspective Advisors's portfolio in Q4 2021, its #59 holding.
Clear Perspective Advisors first reported a position in Cisco in Q4 2016 and has held it in 21 quarters since.
3,016 funds tracked by Wall St. Rank held Cisco as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.