HPC
FLGE

HM Payson & Co’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-219
Closed -$122K – 1205
2021
Q1 		$122K Buy
+219
New +$122K ﹤0.01% 457

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

HM Payson & Co's FLGE Position: Q2 2021 in Review

HM Payson & Co sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q2 2021, closing a stake of 219 shares — an estimated $122K sold.

HM Payson & Co first reported a position in FLGE in Q1 2021 and held it in 1 quarter. The position peaked at $122K in Q1 2021. 48 funds tracked by Wall St. Rank hold FLGE as of Q2 2021.

  • HM Payson & Co reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q2 2021 after selling out during the quarter.
  • HM Payson & Co sold 219 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q2 2021, an estimated $122K.
  • HM Payson & Co first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2021 and held it in 1 quarter.
  • HM Payson & Co's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $122K in Q1 2021.
  • 48 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q2 2021.

Based on HM Payson & Co's 13F filing for Q2 2021, filed 17 Aug 2021.