Engrave Wealth Partners’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Engrave Wealth Partners’s Portfolio FLGE Stock Details FLGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-411	Closed	-$289K	–	75
2021 Q3	$289K	Hold	411	–	–	0.09%	60
2021 Q2	$283K	Hold	411	–	–	0.09%	64
2021 Q1	$229K	Hold	411	–	–	0.09%	64
2020 Q4	$227K	Buy	+411	New	+$202K	0.19%	51
2020 Q3	–	Sell	-411	Closed	-$146K	–	463
2020 Q2	$146K	Hold	411	–	–	0.13%	61
2020 Q1	$93K	Hold	411	–	–	0.11%	65
2019 Q4	$136K	Buy	+411	New	+$124K	0.13%	61

Other funds holding FLGE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Engrave Wealth Partners's FLGE Position: Q4 2021 in Review

Engrave Wealth Partners sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2021, closing a stake of 411 shares — an estimated $289K sold.

Engrave Wealth Partners first reported a position in FLGE in Q4 2019 and held it in 7 quarters. The position peaked at $289K in Q3 2021. 1 fund tracked by Wall St. Rank holds FLGE as of Q4 2021.

Engrave Wealth Partners reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q4 2021 after selling out during the quarter.
Engrave Wealth Partners sold 411 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2021, an estimated $289K.
Engrave Wealth Partners first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q4 2019 and held it in 7 quarters.
Engrave Wealth Partners's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $289K in Q3 2021.
1 fund tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q4 2021.

Based on Engrave Wealth Partners's 13F filing for Q4 2021, filed 12 Jan 2022.