LWMI
CSGS

Legacy Wealth Management (Idaho)’s CSG Systems International CSGS Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-200
Closed -$12.9K – 827
2024
Q4 		$12.9K Hold
200
– – 0.01% 252
2024
Q3 		$11.1K Buy
+200
New +$9.11K 0.01% 296

Other funds holding CSGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CSGS Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of CSG Systems International (CSGS) in Q1 2025, closing a stake of 200 shares — an estimated $12.9K sold.

Legacy Wealth Management (Idaho) first reported a position in CSGS in Q3 2024 and held it in 2 quarters. The position peaked at $12.9K in Q4 2024. 285 funds tracked by Wall St. Rank hold CSGS as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining CSG Systems International position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 CSG Systems International shares in Q1 2025, an estimated $12.9K.
  • Legacy Wealth Management (Idaho) first reported a position in CSG Systems International in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s CSG Systems International position peaked at $12.9K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held CSG Systems International as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.