PWA
CSGS

Physician Wealth Advisors’s CSG Systems International CSGS Stock Holding History

Physician Wealth Advisors’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
Q2 		– Sell
-17
Closed -$1.03K – 1853
2025
Q1 		$1.03K Hold
17
– – ﹤0.01% 1034
2024
Q4 		$869 Buy
+17
New +$875 ﹤0.01% 976

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Physician Wealth Advisors's CSGS Position: Q2 2025 in Review

Physician Wealth Advisors sold out of CSG Systems International (CSGS) in Q2 2025, closing a stake of 17 shares — an estimated $1.03K sold.

Physician Wealth Advisors first reported a position in CSGS in Q4 2024 and held it in 2 quarters. The position peaked at $1.03K in Q1 2025. 295 funds tracked by Wall St. Rank hold CSGS as of Q2 2025.

  • Physician Wealth Advisors reported no remaining CSG Systems International position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 17 CSG Systems International shares in Q2 2025, an estimated $1.03K.
  • Physician Wealth Advisors first reported a position in CSG Systems International in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's CSG Systems International position peaked at $1.03K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.