BerganKDV Wealth Management’s Cardiovascular Systems, Inc. CSII Stock Holding History

BerganKDV Wealth Management’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 Q3	–	Sell	-1,000	Closed	-$32K	–	1033
2020 Q2	$32K	Hold	1,000	–	–	0.01%	405
2020 Q1	$35K	Hold	1,000	–	–	0.01%	366
2019 Q4	$49K	Sell	1,000 -4,000	-80%	-$182K	0.01%	351
2019 Q3	$238K	Hold	5,000	–	–	0.05%	190
2019 Q2	$215K	Buy	5,000 +1,000	+25%	+$38.8K	0.04%	205
2019 Q1	$155K	Buy	+4,000	New	+$136K	0.03%	228

Other funds holding CSII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

BerganKDV Wealth Management's CSII Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Cardiovascular Systems, Inc. (CSII) in Q3 2020, closing a stake of 1,000 shares — an estimated $32K sold.

BerganKDV Wealth Management first reported a position in CSII in Q1 2019 and held it in 6 quarters. The position peaked at $238K in Q3 2019. 186 funds tracked by Wall St. Rank hold CSII as of Q3 2020.

BerganKDV Wealth Management reported no remaining Cardiovascular Systems, Inc. position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 1,000 Cardiovascular Systems, Inc. shares in Q3 2020, an estimated $32K.
BerganKDV Wealth Management first reported a position in Cardiovascular Systems, Inc. in Q1 2019 and held it in 6 quarters.
BerganKDV Wealth Management's Cardiovascular Systems, Inc. position peaked at $238K in Q3 2019.
186 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.