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Affinity Wealth Management’s CSX Corp CSX Stock Holding History

Affinity 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
2020
Q1 		– Sell
-53,985
Closed -$1.3M – 59
2019
Q4 		$1.3M Buy
53,985
+3,606
+7% +$85.3K 0.48% 39
2019
Q3 		$1.16M Sell
50,379
-2,352
-4% -$54.8K 0.47% 36
2019
Q2 		$1.36M Buy
52,731
+1,182
+2% +$30.5K 0.53% 29
2019
Q1 		$1.29M Buy
51,549
+7,206
+16% +$167K 0.51% 29
2018
Q4 		$918K Buy
+44,343
New +$1.02M 0.56% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Wealth Management's CSX Position: Q1 2020 in Review

Affinity Wealth Management sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 53,985 shares — an estimated $1.3M sold.

Affinity Wealth Management first reported a position in CSX in Q4 2018 and held it in 5 quarters. The position peaked at $1.36M in Q2 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

  • Affinity Wealth Management reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 53,985 CSX Corp shares in Q1 2020, an estimated $1.3M.
  • Affinity Wealth Management first reported a position in CSX Corp in Q4 2018 and held it in 5 quarters.
  • Affinity Wealth Management's CSX Corp position peaked at $1.36M in Q2 2019.
  • 1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.