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Clear Perspectives Financial Planning’s Cisco CSCO Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$18K Hold
345
– – 0.01% 117
2022
Q4 		$16.4K Hold
345
– – 0.01% 130
2022
Q3 		$14K Sell
345
-126
-27% -$5.59K 0.01% 134
2022
Q2 		$20K Sell
471
-874
-65% -$41.8K 0.01% 125
2022
Q1 		$75K Hold
1,345
– – 0.03% 80
2021
Q4 		$85K Hold
1,345
– – 0.03% 81
2021
Q3 		$73K Hold
1,345
– – 0.03% 85
2021
Q2 		$71K Hold
1,345
– – 0.03% 87
2021
Q1 		$70K Hold
1,345
– – 0.04% 77
2020
Q4 		$60K Buy
+1,345
New +$55.3K 0.04% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspectives Financial Planning's CSCO Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Cisco (CSCO) position steady in Q1 2023 at 345 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #117.

Clear Perspectives Financial Planning first reported a position in CSCO in Q4 2020 and has held it in 10 quarters since. The position peaked at $85K in Q4 2021. 3,011 funds tracked by Wall St. Rank hold CSCO as of Q1 2023.

  • Clear Perspectives Financial Planning held 345 shares of Cisco worth $18K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Cisco share count unchanged in Q1 2023.
  • Cisco made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #117 holding.
  • Clear Perspectives Financial Planning first reported a position in Cisco in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Cisco position peaked at $85K in Q4 2021.
  • 3,011 funds tracked by Wall St. Rank held Cisco as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.