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Birchcreek Wealth Management’s CSX Corp CSX Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-1,500
Closed -$45K – 151
2020
Q4 		$45K Buy
+1,500
New +$43.1K 0.04% 229

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Birchcreek Wealth Management's CSX Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of CSX Corp (CSX) in Q1 2021, closing a stake of 1,500 shares — an estimated $45K sold.

Birchcreek Wealth Management first reported a position in CSX in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining CSX Corp position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,500 CSX Corp shares in Q1 2021, an estimated $45K.
  • Birchcreek Wealth Management first reported a position in CSX Corp in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's CSX Corp position peaked at $45K in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.