ARS Wealth Advisors’s CSX Corp CSX Stock Holding History

ARS Wealth Advisors’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
2021 Q2	$504K	Buy	15,710 +2	+0%	+$66	0.09%	82
2021 Q1	$505K	Buy	15,708 +900	+6%	+$27.5K	0.11%	70
2020 Q4	$448K	Sell	14,808 -1,353	-8%	-$38.9K	0.1%	79
2020 Q3	$418K	Buy	16,161 +6	+0%	+$148	0.11%	68
2020 Q2	$376K	Buy	16,155 +6	+0%	+$133	0.12%	68
2020 Q1	$308K	Buy	16,149 +129	+0.8%	+$3.01K	0.13%	70
2019 Q4	$386K	Buy	16,020 +6	+0%	+$142	0.11%	72
2019 Q3	$370K	Buy	16,014 +1,332	+9%	+$31K	0.12%	72
2019 Q2	$379K	Sell	14,682 -495	-3%	-$12.8K	0.12%	74
2019 Q1	$379K	Buy	15,177 +498	+3%	+$11.5K	0.12%	77
2018 Q4	$304K	Hold	14,679	–	–	0.11%	83
2018 Q3	$362K	Buy	14,679 +3	+0%	+$71	0.12%	79
2018 Q2	$312K	Hold	14,676	–	–	0.11%	82
2018 Q1	$273K	Hold	14,676	–	–	0.1%	92
2017 Q4	$269K	Buy	14,676 +3	+0%	+$53	0.1%	98
2017 Q3	$265K	Hold	14,673	–	–	0.1%	104
2017 Q2	$267K	Buy	14,673 +3	+0%	+$51	0.11%	94
2017 Q1	$228K	Buy	+14,670	New	+$224K	0.1%	105
2015 Q1	–	Sell	-17,283	Closed	-$209K	–	76
2014 Q4	$209K	Buy	+17,283	New	+$202K	0.09%	72

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ARS Wealth Advisors's CSX Position: Q2 2021 in Review

ARS Wealth Advisors increased its CSX Corp (CSX) stake by 0.01% in Q2 2021, buying an estimated $66 and bringing the position to 15,710 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #82.

ARS Wealth Advisors first reported a position in CSX in Q4 2014 and has held it in 19 quarters since. The position peaked at $505K in Q1 2021. 1,378 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

ARS Wealth Advisors held 15,710 shares of CSX Corp worth $504K as of Q2 2021.
ARS Wealth Advisors bought 2 CSX Corp shares in Q2 2021, an estimated $66.
CSX Corp made up 0.09% of ARS Wealth Advisors's portfolio in Q2 2021, its #82 holding.
ARS Wealth Advisors first reported a position in CSX Corp in Q4 2014 and has held it in 19 quarters since.
ARS Wealth Advisors's CSX Corp position peaked at $505K in Q1 2021.
1,378 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.