AFA
CSPI icon

Atlanta Financial Associates’s CSP Inc CSPI Stock Holding History

Atlanta Financial Associates’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$227K Hold
58,778
– – 0.11% 70
2020
Q4 		$227K Hold
58,778
– – 0.11% 69
2020
Q3 		$254K Hold
58,778
– – 0.13% 55
2020
Q2 		$239K Hold
58,778
– – 0.13% 55
2020
Q1 		$205K Buy
+58,778
New +$346K 0.16% 57

Other funds holding CSPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlanta Financial Associates's CSPI Position: Q1 2021 in Review

Atlanta Financial Associates held its CSP Inc (CSPI) position steady in Q1 2021 at 58,778 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #70.

Atlanta Financial Associates first reported a position in CSPI in Q1 2020 and has held it in 5 quarters since. The position peaked at $254K in Q3 2020. 16 funds tracked by Wall St. Rank hold CSPI as of Q1 2021.

  • Atlanta Financial Associates held 58,778 shares of CSP Inc worth $227K as of Q1 2021.
  • Atlanta Financial Associates left its CSP Inc share count unchanged in Q1 2021.
  • CSP Inc made up 0.11% of Atlanta Financial Associates's portfolio in Q1 2021, its #70 holding.
  • Atlanta Financial Associates first reported a position in CSP Inc in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's CSP Inc position peaked at $254K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held CSP Inc as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.