KWM
CSGS

Kingsview Wealth Management’s CSG Systems International CSGS Stock Holding History

Kingsview Wealth Management’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,696
Closed -$211K – 896
2022
Q4 		$211K Sell
3,696
-745
-17% -$43.8K 0.01% 774
2022
Q3 		$235K Hold
4,441
– – 0.01% 709
2022
Q2 		$265K Sell
4,441
-41,462
-90% -$2.51M 0.01% 697
2022
Q1 		$2.92M Buy
+45,903
New +$2.76M 0.13% 177

Other funds holding CSGS

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kingsview Wealth Management's CSGS Position: Q1 2023 in Review

Kingsview Wealth Management sold out of CSG Systems International (CSGS) in Q1 2023, closing a stake of 3,696 shares — an estimated $211K sold.

Kingsview Wealth Management first reported a position in CSGS in Q1 2022 and held it in 4 quarters. The position peaked at $2.92M in Q1 2022. 238 funds tracked by Wall St. Rank hold CSGS as of Q1 2023.

  • Kingsview Wealth Management reported no remaining CSG Systems International position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,696 CSG Systems International shares in Q1 2023, an estimated $211K.
  • Kingsview Wealth Management first reported a position in CSG Systems International in Q1 2022 and held it in 4 quarters.
  • Kingsview Wealth Management's CSG Systems International position peaked at $2.92M in Q1 2022.
  • 238 funds tracked by Wall St. Rank held CSG Systems International as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.