B. Riley Wealth Management’s CSX Corp CSX Stock Holding History

B. Riley 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
2022 Q2	$2.72K	Sell	93,682 -47,431	-34%	-$1.55M	﹤0.01%	184
2022 Q1	$5.29M	Buy	141,113 +112	+0.1%	+$3.96K	0.41%	62
2021 Q4	$5.3M	Buy	141,001 +3,866	+3%	+$136K	0.37%	65
2021 Q3	$4.08M	Buy	137,135 +31,517	+30%	+$1.01M	0.31%	78
2021 Q2	$3.39M	Buy	105,618 +1,380	+1%	+$45.5K	0.37%	67
2021 Q1	$3.35M	Sell	104,238 -1,503	-1%	-$45.9K	0.39%	68
2020 Q4	$3.2M	Buy	105,741 +2,562	+2%	+$73.6K	0.41%	61
2020 Q3	$2.67M	Buy	+103,179	New	+$2.55M	0.32%	74
2020 Q2	–	Sell	-13,740	Closed	-$262K	–	450
2020 Q1	$262K	Buy	+13,740	New	+$321K	0.03%	380
2019 Q1	–	Sell	-10,329	Closed	-$214K	–	403
2018 Q4	$214K	Buy	10,329 +999	+11%	+$23K	0.04%	295
2018 Q3	$230K	Buy	+9,330	New	+$222K	0.06%	262
2015 Q3	–	Sell	-2,910	Closed	-$31K	–	258
2015 Q2	$31K	Buy	2,910 +6	+0.2%	+$70	0.02%	520
2015 Q1	$32K	Buy	2,904 +756	+35%	+$8.69K	0.02%	502
2014 Q4	$25K	Buy	2,148 +6	+0.3%	+$70	0.02%	532
2014 Q3	$22K	Buy	2,142 +6	+0.3%	+$62	0.02%	576
2014 Q2	$21K	Buy	2,136 +6	+0.3%	+$58	0.01%	651
2014 Q1	$21K	Buy	+2,130	New	+$19.8K	0.02%	622

Other funds holding CSX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's CSX Position: Q2 2022 in Review

B. Riley Wealth Management reduced its CSX Corp (CSX) stake by 34% in Q2 2022, selling an estimated $1.55M and leaving 93,682 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

B. Riley Wealth Management first reported a position in CSX in Q1 2014 and has held it in 17 quarters since. The position peaked at $5.3M in Q4 2021. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

B. Riley Wealth Management held 93,682 shares of CSX Corp worth $2.72K as of Q2 2022.
B. Riley Wealth Management sold 47,431 CSX Corp shares in Q2 2022, an estimated $1.55M.
CSX Corp made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #184 holding.
B. Riley Wealth Management first reported a position in CSX Corp in Q1 2014 and has held it in 17 quarters since.
B. Riley Wealth Management's CSX Corp position peaked at $5.3M in Q4 2021.
1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.