Advisor Partners’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.48M Sell
85,433
-2,413
-3% -$78.7K 0.17% 120
2022
Q1
$3.29M Sell
87,846
-2,489
-3% -$88K 0.21% 91
2021
Q4
$3.4M Sell
90,335
-368
-0.4% -$13K 0.2% 92
2021
Q3
$2.7M Sell
90,703
-2,356
-3% -$75.4K 0.18% 103
2021
Q2
$2.98M Sell
93,059
-1,330
-1% -$43.9K 0.2% 101
2021
Q1
$3.03M Sell
94,389
-1,956
-2% -$59.7K 0.22% 87
2020
Q4
$2.91M Sell
96,345
-2,178
-2% -$62.6K 0.22% 87
2020
Q3
$2.55M Sell
98,523
-405
-0.4% -$9.99K 0.22% 82
2020
Q2
$2.3M Buy
98,928
+750
+0.8% +$16.6K 0.21% 92
2020
Q1
$1.88M Buy
98,178
+10,371
+12% +$242K 0.23% 95
2019
Q4
$2.19M Buy
87,807
+5,595
+7% +$132K 0.23% 95
2019
Q3
$1.9M Buy
82,212
+315
+0.4% +$7.33K 0.23% 89
2019
Q2
$2.11M Buy
81,897
+1,950
+2% +$50.2K 0.26% 75
2019
Q1
$1.99M Buy
79,947
+2,004
+3% +$46.4K 0.26% 77
2018
Q4
$1.61M Buy
77,943
+3,210
+4% +$73.8K 0.26% 85
2018
Q3
$1.84M Buy
74,733
+702
+0.9% +$16.7K 0.25% 76
2018
Q2
$1.57M Buy
74,031
+3,354
+5% +$69.1K 0.27% 79
2018
Q1
$1.31M Buy
70,677
+531
+0.8% +$9.92K 0.24% 89
2017
Q4
$1.34M Buy
70,146
+9,723
+16% +$172K 0.24% 96
2017
Q3
$1.09M Sell
60,423
-1,416
-2% -$24.3K 0.21% 101
2017
Q2
$1.13M Buy
61,839
+8,067
+15% +$138K 0.26% 100
2017
Q1
$834K Buy
53,772
+4,821
+10% +$73.5K 0.22% 113
2016
Q4
$586K Buy
48,951
+795
+2% +$8.91K 0.18% 142
2016
Q3
$490K Buy
48,156
+4,950
+11% +$46.8K 0.16% 152
2016
Q2
$376K Buy
43,206
+1,134
+3% +$9.88K 0.13% 184
2016
Q1
$361K Sell
42,072
-9,612
-19% -$77.9K 0.13% 181
2015
Q4
$447K Sell
51,684
-3,882
-7% -$35.2K 0.15% 162
2015
Q3
$498K Sell
55,566
-3,036
-5% -$29.8K 0.21% 124
2015
Q2
$644K Buy
58,602
+5,388
+10% +$62.5K 0.25% 118
2015
Q1
$587K Sell
53,214
-8,733
-14% -$100K 0.25% 118
2014
Q4
$744K Buy
61,947
+5,310
+9% +$62.2K 0.33% 97
2014
Q3
$605K Sell
56,637
-675
-1% -$6.96K 0.35% 90
2014
Q2
$589K Buy
57,312
+381
+0.7% +$3.71K 0.29% 108
2014
Q1
$550K Buy
56,931
+822
+1% +$7.62K 0.3% 106
2013
Q4
$538K Buy
56,109
+2,835
+5% +$25.4K 0.31% 101
2013
Q3
$457K Buy
53,274
+1,824
+4% +$15.3K 0.33% 102
2013
Q2
$398K Buy
+51,450
New +$422K 0.33% 104

Other funds holding CSX

Advisor Partners's CSX Position: Q2 2022 in Review

Advisor Partners reduced its CSX Corp (CSX) stake by 2.7% in Q2 2022, selling an estimated $78.7K and leaving 85,433 shares worth $2.48M. The position accounts for 0.17% of the portfolio, ranked #120.

Advisor Partners first reported a position in CSX in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.4M in Q4 2021. 1,478 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Advisor Partners held 85,433 shares of CSX Corp worth $2.48M as of Q2 2022.
  • Advisor Partners sold 2,413 CSX Corp shares in Q2 2022, an estimated $78.7K.
  • CSX Corp made up 0.17% of Advisor Partners's portfolio in Q2 2022, its #120 holding.
  • Advisor Partners first reported a position in CSX Corp in Q2 2013 and has held it in 37 quarters since.
  • Advisor Partners's CSX Corp position peaked at $3.4M in Q4 2021.
  • 1,478 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.