AWM
CSX icon

Aevitas Wealth Management’s CSX Corp CSX Stock Holding History

Aevitas Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$7K – 149
2019
Q1 		$7K Hold
300
– – 0.01% 320
2018
Q4 		$6K Sell
300
-27
-8% -$621 0.01% 332
2018
Q3 		$8K Buy
327
+300
+1,111% +$7.15K 0.01% 362
2018
Q2 		$1K Hold
27
– – ﹤0.01% 404
2018
Q1 		$1K Hold
27
– – ﹤0.01% 426
2017
Q4 		$0 Buy
+27
New +$478 ﹤0.01% 438

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aevitas Wealth Management's CSX Position: Q2 2019 in Review

Aevitas Wealth Management sold out of CSX Corp (CSX) in Q2 2019, closing a stake of 300 shares — an estimated $7K sold.

Aevitas Wealth Management first reported a position in CSX in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 1,221 funds tracked by Wall St. Rank hold CSX as of Q2 2019.

  • Aevitas Wealth Management reported no remaining CSX Corp position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 300 CSX Corp shares in Q2 2019, an estimated $7K.
  • Aevitas Wealth Management first reported a position in CSX Corp in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's CSX Corp position peaked at $8K in Q3 2018.
  • 1,221 funds tracked by Wall St. Rank held CSX Corp as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.