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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 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 New York $150B AUM 40.08% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

IFP Advisors's CSII Position: Q1 2023 in Review

IFP Advisors sold out of Cardiovascular Systems, Inc. (CSII) in Q1 2023, closing a stake of 542 shares — an estimated $16K sold.

IFP Advisors first reported a position in CSII in Q1 2016 and held it in 8 quarters. The position peaked at $39K in Q3 2018. 150 funds tracked by Wall St. Rank hold CSII as of Q1 2023.

IFP Advisors reported no remaining Cardiovascular Systems, Inc. position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 542 Cardiovascular Systems, Inc. shares in Q1 2023, an estimated $16K.
IFP Advisors first reported a position in Cardiovascular Systems, Inc. in Q1 2016 and held it in 8 quarters.
IFP Advisors's Cardiovascular Systems, Inc. position peaked at $39K in Q3 2018.
150 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.