CFA
CSII

Carroll Financial Associates’s Cardiovascular Systems, Inc. CSII Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-39
Closed -$1K – 2021
2021
Q3 		$1K Buy
+39
New +$1.46K ﹤0.01% 1748
2020
Q4 		– Sell
-26
Closed -$1K – 1722
2020
Q3 		$1K Hold
26
– – ﹤0.01% 1460
2020
Q2 		$0 Hold
26
– – ﹤0.01% 1744
2020
Q1 		$0 Hold
26
– – ﹤0.01% 1747
2019
Q4 		$1K Hold
26
– – ﹤0.01% 1495
2019
Q3 		$1K Hold
26
– – ﹤0.01% 1477
2019
Q2 		$1K Buy
+26
New +$1.01K ﹤0.01% 1537

Other funds holding CSII

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BCM
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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Carroll Financial Associates's CSII Position: Q4 2021 in Review

Carroll Financial Associates sold out of Cardiovascular Systems, Inc. (CSII) in Q4 2021, closing a stake of 39 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in CSII in Q2 2019 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 167 funds tracked by Wall St. Rank hold CSII as of Q4 2021.

  • Carroll Financial Associates reported no remaining Cardiovascular Systems, Inc. position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 39 Cardiovascular Systems, Inc. shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Cardiovascular Systems, Inc. in Q2 2019 and held it in 7 quarters.
  • Carroll Financial Associates's Cardiovascular Systems, Inc. position peaked at $1K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.