LWM
CSGS

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

Liberty 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
2021
Q3 		– Sell
-23
Closed -$1K – 1181
2021
Q2 		$1K Buy
23
+1
+5% +$46 ﹤0.01% 976
2021
Q1 		$0 Hold
22
– – ﹤0.01% 946
2020
Q4 		$0 Sell
22
-1
-4% -$43 ﹤0.01% 962
2020
Q3 		$1K Buy
23
+1
+5% +$42 ﹤0.01% 793
2020
Q2 		$1K Hold
22
– – ﹤0.01% 770
2020
Q1 		$1K Hold
22
– – ﹤0.01% 778
2019
Q4 		$1K Hold
22
– – ﹤0.01% 811
2019
Q3 		$1K Sell
22
-11
-33% -$563 ﹤0.01% 780
2019
Q2 		$2K Buy
33
+12
+57% +$549 ﹤0.01% 751
2019
Q1 		$0 Hold
21
– – ﹤0.01% 753
2018
Q4 		$0 Buy
+21
New +$737 ﹤0.01% 759

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's CSGS Position: Q3 2021 in Review

Liberty Wealth Management sold out of CSG Systems International (CSGS) in Q3 2021, closing a stake of 23 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in CSGS in Q4 2018 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 221 funds tracked by Wall St. Rank hold CSGS as of Q3 2021.

  • Liberty Wealth Management reported no remaining CSG Systems International position as of Q3 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 23 CSG Systems International shares in Q3 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in CSG Systems International in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's CSG Systems International position peaked at $2K in Q2 2019.
  • 221 funds tracked by Wall St. Rank held CSG Systems International as of Q3 2021.

Based on Liberty Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.