Valeo Financial Advisors
CSII

Valeo Financial Advisors’s Cardiovascular Systems, Inc. CSII Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-47
Closed -$2K – 1914
2020
Q3 		$2K Sell
47
-153
-77% -$4.94K ﹤0.01% 1446
2020
Q2 		$6K Buy
+200
New +$7.47K ﹤0.01% 1485

Other funds holding CSII

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Valeo Financial Advisors's CSII Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Cardiovascular Systems, Inc. (CSII) in Q4 2020, closing a stake of 47 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in CSII in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 183 funds tracked by Wall St. Rank hold CSII as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Cardiovascular Systems, Inc. position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 47 Cardiovascular Systems, Inc. shares in Q4 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Cardiovascular Systems, Inc. in Q2 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Cardiovascular Systems, Inc. position peaked at $6K in Q2 2020.
  • 183 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.