PWPS
CSII

Pinnacle Wealth Planning Services’s Cardiovascular Systems, Inc. CSII Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-33
Closed -$2K – 2138
2020
Q4 		$2K Buy
+33
New +$1.24K ﹤0.01% 2016

Other funds holding CSII

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSII Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Cardiovascular Systems, Inc. (CSII) in Q1 2021, closing a stake of 33 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in CSII in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 174 funds tracked by Wall St. Rank hold CSII as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cardiovascular Systems, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 33 Cardiovascular Systems, Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Cardiovascular Systems, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cardiovascular Systems, Inc. position peaked at $2K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.