First Foundation Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

First Foundation 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
2020 Q4	–	Sell	-6,550	Closed	-$258K	–	429
2020 Q3	$258K	Hold	6,550	–	–	0.01%	319
2020 Q2	$207K	Hold	6,550	–	–	0.01%	332
2020 Q1	$231K	Hold	6,550	–	–	0.01%	308
2019 Q4	$318K	Hold	6,550	–	–	0.02%	287
2019 Q3	$311K	Hold	6,550	–	–	0.02%	282
2019 Q2	$281K	Hold	6,550	–	–	0.02%	287
2019 Q1	$253K	Sell	6,550 -6,428	-50%	-$218K	0.02%	288
2018 Q4	$370K	Hold	12,978	–	–	0.02%	297
2018 Q3	$508K	Buy	+12,978	New	+$480K	0.03%	233
2018 Q2	–	Sell	-16,175	Closed	-$355K	–	355
2018 Q1	$355K	Hold	16,175	–	–	0.02%	244
2017 Q4	$383K	Hold	16,175	–	–	0.02%	246
2017 Q3	$455K	Hold	16,175	–	–	0.03%	213
2017 Q2	$521K	Hold	16,175	–	–	0.03%	196
2017 Q1	$457K	Buy	+16,175	New	+$430K	0.03%	220

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

First Foundation Advisors's CSII Position: Q4 2020 in Review

First Foundation Advisors sold out of Cardiovascular Systems, Inc. (CSII) in Q4 2020, closing a stake of 6,550 shares — an estimated $258K sold.

First Foundation Advisors first reported a position in CSII in Q1 2017 and held it in 14 quarters. The position peaked at $521K in Q2 2017. 183 funds tracked by Wall St. Rank hold CSII as of Q4 2020.

First Foundation Advisors reported no remaining Cardiovascular Systems, Inc. position as of Q4 2020 after selling out during the quarter.
First Foundation Advisors sold 6,550 Cardiovascular Systems, Inc. shares in Q4 2020, an estimated $258K.
First Foundation Advisors first reported a position in Cardiovascular Systems, Inc. in Q1 2017 and held it in 14 quarters.
First Foundation Advisors's Cardiovascular Systems, Inc. position peaked at $521K in Q2 2017.
183 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.