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

Lyell 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	-520	Closed	-$365K	–	194
2021 Q3	$365K	Hold	520	–	–	0.04%	144
2021 Q2	$358K	Hold	520	–	–	0.04%	155
2021 Q1	$290K	Hold	520	–	–	0.04%	155
2020 Q4	$285K	Hold	520	–	–	0.05%	142
2020 Q3	$234K	Buy	+520	New	+$220K	0.04%	121
2020 Q1	–	Sell	-620	Closed	-$207K	–	139
2019 Q4	$207K	Buy	+620	New	+$187K	0.06%	128

Other funds holding FLGE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lyell Wealth Management's FLGE Position: Q4 2021 in Review

Lyell Wealth Management sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2021, closing a stake of 520 shares — an estimated $365K sold.

Lyell Wealth Management first reported a position in FLGE in Q4 2019 and held it in 6 quarters. The position peaked at $365K in Q3 2021. 1 fund tracked by Wall St. Rank holds FLGE as of Q4 2021.

Lyell 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.
Lyell Wealth Management sold 520 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2021, an estimated $365K.
Lyell Wealth Management first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q4 2019 and held it in 6 quarters.
Lyell Wealth Management's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $365K 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 Lyell Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.