Steward Partners Investment Advisory’s Cardiovascular Systems, Inc. CSII Stock Holding History

Steward Partners Investment Advisory’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	-200	Closed	-$2.72K	–	3454
2022 Q4	$2.72K	Hold	200	–	–	﹤0.01%	2949
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	2988
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	2968
2022 Q1	$5K	Buy	+200	New	+$3.88K	﹤0.01%	2924
2020 Q2	–	Sell	-150	Closed	-$5K	–	2785
2020 Q1	$5K	Sell	150 -150	-50%	-$6.32K	﹤0.01%	2106
2019 Q4	$14K	Hold	300	–	–	﹤0.01%	1901
2019 Q3	$14K	Hold	300	–	–	﹤0.01%	1865
2019 Q2	$12K	Buy	+300	New	+$11.6K	﹤0.01%	1911
2018 Q4	–	Sell	-300	Closed	-$12K	–	2331
2018 Q3	$12K	Hold	300	–	–	﹤0.01%	1815
2018 Q2	$10K	Hold	300	–	–	﹤0.01%	1755
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	1756
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	1447
2017 Q3	$8K	Hold	300	–	–	﹤0.01%	1186
2017 Q2	$9K	Buy	+300	New	+$9.14K	﹤0.01%	1090

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

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CSII Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Cardiovascular Systems, Inc. (CSII) in Q1 2023, closing a stake of 200 shares — an estimated $2.72K sold.

Steward Partners Investment Advisory first reported a position in CSII in Q2 2017 and held it in 14 quarters. The position peaked at $14K in Q4 2019. 150 funds tracked by Wall St. Rank hold CSII as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Cardiovascular Systems, Inc. position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Cardiovascular Systems, Inc. shares in Q1 2023, an estimated $2.72K.
Steward Partners Investment Advisory first reported a position in Cardiovascular Systems, Inc. in Q2 2017 and held it in 14 quarters.
Steward Partners Investment Advisory's Cardiovascular Systems, Inc. position peaked at $14K in Q4 2019.
150 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.