SWA
CSII

Sutton Wealth Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

Sutton Wealth 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
-556
Closed -$7.57K – 1660
2022
Q4 		$7.57K Buy
556
+549
+7,843% +$7.64K ﹤0.01% 1025
2022
Q3 		$97 Sell
7
-588
-99% -$8.73K ﹤0.01% 1604
2022
Q2 		$8.54K Sell
595
-137
-19% -$2.38K ﹤0.01% 951
2022
Q1 		$16.5K Buy
732
+719
+5,531% +$14K 0.01% 779
2021
Q4 		$244 Sell
13
-501
-97% -$13.4K ﹤0.01% 1617
2021
Q3 		$16.9K Buy
514
+8
+2% +$298 0.01% 750
2021
Q2 		$21.6K Buy
506
+40
+9% +$1.56K 0.01% 679
2021
Q1 		$17.9K Hold
466
– – 0.01% 705
2020
Q4 		$20.4K Hold
466
– – 0.01% 610
2020
Q3 		$18.3K Buy
466
+157
+51% +$5.07K 0.01% 571
2020
Q2 		$9.75K Sell
309
-230
-43% -$8.59K 0.01% 709
2020
Q1 		$19K Buy
539
+249
+86% +$10.5K 0.01% 491
2019
Q4 		$14.1K Sell
290
-146
-33% -$6.65K 0.01% 731
2019
Q3 		$20.7K Buy
436
+146
+50% +$6.86K 0.01% 571
2019
Q2 		$12.4K Hold
290
– – 0.01% 730
2019
Q1 		$11.2K Buy
+290
New +$9.83K 0.01% 762

Other funds holding CSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return