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Beaumont Financial Advisors’s CSX Corp CSX Stock Holding History

Beaumont Financial 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
2020
Q1 		– Sell
-10,785
Closed -$260K – 242
2019
Q4 		$260K Buy
+10,785
New +$255K 0.03% 243
2019
Q3 		– Sell
-8,595
Closed -$222K – 276
2019
Q2 		$222K Buy
+8,595
New +$221K 0.02% 228

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

Beaumont Financial Advisors's CSX Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 10,785 shares — an estimated $260K sold.

Beaumont Financial Advisors first reported a position in CSX in Q2 2019 and held it in 2 quarters. The position peaked at $260K in Q4 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,785 CSX Corp shares in Q1 2020, an estimated $260K.
  • Beaumont Financial Advisors first reported a position in CSX Corp in Q2 2019 and held it in 2 quarters.
  • Beaumont Financial Advisors's CSX Corp position peaked at $260K in Q4 2019.
  • 1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.