IA
CSII

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

IFP 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
-542
Closed -$16K – 4612
2022
Q4 		$16K Hold
542
– – ﹤0.01% 3090
2022
Q3 		$16K Buy
542
+57
+12% +$846 ﹤0.01% 3308
2022
Q2 		$15K Hold
485
– – ﹤0.01% 3119
2022
Q1 		$15K Buy
+485
New +$9.41K ﹤0.01% 3119
2019
Q1 		$29K Buy
762
+262
+52% +$8.88K ﹤0.01% 1187
2018
Q4 		$14K Sell
500
-500
-50% -$15.9K ﹤0.01% 2347
2018
Q3 		$39K Buy
+1,000
New +$37K ﹤0.01% 2038
2016
Q2 		– Sell
-762
Closed -$29K – 4135
2016
Q1 		$29K Buy
+762
New +$7.72K ﹤0.01% 1187

Other funds holding CSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $704M AUM 6.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return