EWA
CSII

EverSource Wealth Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

EverSource Wealth Advisors’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
2023
Q1 		– Sell
-109
Closed -$1.49K – 2580
2022
Q4 		$1.49K Hold
109
– – ﹤0.01% 1995
2022
Q3 		$2K Buy
+109
New +$1.62K ﹤0.01% 1761
2022
Q2 		– Sell
-342
Closed -$8K – 1938
2022
Q1 		$8K Sell
342
-104
-23% -$2.02K ﹤0.01% 1115
2021
Q4 		$8K Buy
+446
New +$11.9K ﹤0.01% 1079

Other funds holding CSII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EverSource Wealth Advisors's CSII Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Cardiovascular Systems, Inc. (CSII) in Q1 2023, closing a stake of 109 shares — an estimated $1.49K sold.

EverSource Wealth Advisors first reported a position in CSII in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 150 funds tracked by Wall St. Rank hold CSII as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Cardiovascular Systems, Inc. position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 109 Cardiovascular Systems, Inc. shares in Q1 2023, an estimated $1.49K.
  • EverSource Wealth Advisors first reported a position in Cardiovascular Systems, Inc. in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's Cardiovascular Systems, Inc. position peaked at $8K in Q1 2022.
  • 150 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.