Institute for Wealth Management’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Institute for Wealth Management’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 Q4	–	Sell	-390	Closed	-$274K	–	514
2021 Q3	$274K	Hold	390	–	–	0.05%	401
2021 Q2	$269K	Sell	390 -34	-8%	-$21.2K	0.05%	396
2021 Q1	$237K	Hold	424	–	–	0.05%	407
2020 Q4	$232K	Buy	+424	New	+$208K	0.05%	403

Other funds holding FLGE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institute for Wealth Management's FLGE Position: Q4 2021 in Review

Institute for Wealth Management sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2021, closing a stake of 390 shares — an estimated $274K sold.

Institute for Wealth Management first reported a position in FLGE in Q4 2020 and held it in 4 quarters. The position peaked at $274K in Q3 2021. 1 fund tracked by Wall St. Rank holds FLGE as of Q4 2021.

Institute for Wealth Management reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q4 2021 after selling out during the quarter.
Institute for Wealth Management sold 390 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2021, an estimated $274K.
Institute for Wealth Management first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q4 2020 and held it in 4 quarters.
Institute for Wealth Management's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $274K in Q3 2021.
1 fund tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.