AWS
CSII

AJ Wealth Strategies’s Cardiovascular Systems, Inc. CSII Stock Holding History

AJ Wealth Strategies’s Portfolio CSII Stock Details CSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,718
Closed -$307K – 221
2020
Q1 		$307K Buy
8,718
+2,575
+42% +$109K 0.04% 124
2019
Q4 		$298K Hold
6,143
– – 0.03% 97
2019
Q3 		$292K Buy
+6,143
New +$289K 0.04% 91

Other funds holding CSII

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $143M AUM 102.52% 1-Year Est. Return

AJ Wealth Strategies's CSII Position: Q2 2020 in Review

AJ Wealth Strategies sold out of Cardiovascular Systems, Inc. (CSII) in Q2 2020, closing a stake of 8,718 shares — an estimated $307K sold.

AJ Wealth Strategies first reported a position in CSII in Q3 2019 and held it in 3 quarters. The position peaked at $307K in Q1 2020. 186 funds tracked by Wall St. Rank hold CSII as of Q2 2020.

  • AJ Wealth Strategies reported no remaining Cardiovascular Systems, Inc. position as of Q2 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 8,718 Cardiovascular Systems, Inc. shares in Q2 2020, an estimated $307K.
  • AJ Wealth Strategies first reported a position in Cardiovascular Systems, Inc. in Q3 2019 and held it in 3 quarters.
  • AJ Wealth Strategies's Cardiovascular Systems, Inc. position peaked at $307K in Q1 2020.
  • 186 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q2 2020.

Based on AJ Wealth Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.