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Clear Point Advisors’s Cisco CSCO Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-534
Closed -$28.4K – 201
2024
Q3 		$28.4K Buy
534
+3
+0.6% +$146 0.02% 254
2024
Q2 		$25.2K Buy
531
+2
+0.4% +$95 0.02% 251
2024
Q1 		$26.4K Buy
529
+3
+0.6% +$150 0.02% 258
2023
Q4 		$26.6K Buy
+526
New +$26.9K 0.02% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Point Advisors's CSCO Position: Q4 2024 in Review

Clear Point Advisors sold out of Cisco (CSCO) in Q4 2024, closing a stake of 534 shares — an estimated $28.4K sold.

Clear Point Advisors first reported a position in CSCO in Q4 2023 and held it in 4 quarters. The position peaked at $28.4K in Q3 2024. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Clear Point Advisors reported no remaining Cisco position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 534 Cisco shares in Q4 2024, an estimated $28.4K.
  • Clear Point Advisors first reported a position in Cisco in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Cisco position peaked at $28.4K in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.