Clear Rock Advisors’s Cisco CSCO Stock Holding History

Clear Rock 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 Q2	–	Sell	-46,594	Closed	-$2.33M	–	71
2024 Q1	$2.33M	Buy	46,594 +750	+2%	+$37.4K	1.01%	33
2023 Q4	$2.3M	Buy	+45,844	New	+$2.34M	1.04%	33

Other funds holding CSCO

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Clear Rock Advisors's CSCO Position: Q2 2024 in Review

Clear Rock Advisors sold out of Cisco (CSCO) in Q2 2024, closing a stake of 46,594 shares — an estimated $2.33M sold.

Clear Rock Advisors first reported a position in CSCO in Q4 2023 and held it in 2 quarters. The position peaked at $2.33M in Q1 2024. 3,050 funds tracked by Wall St. Rank hold CSCO as of Q2 2024.

Clear Rock Advisors reported no remaining Cisco position as of Q2 2024 after selling out during the quarter.
Clear Rock Advisors sold 46,594 Cisco shares in Q2 2024, an estimated $2.33M.
Clear Rock Advisors first reported a position in Cisco in Q4 2023 and held it in 2 quarters.
Clear Rock Advisors's Cisco position peaked at $2.33M in Q1 2024.
3,050 funds tracked by Wall St. Rank held Cisco as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.