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Brewin Dolphin Wealth Management’s CSX Corp CSX Stock Holding History

Brewin Dolphin 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
Q4 		– Sell
-204
Closed -$5.28K – 295
2020
Q3 		$5.28K Sell
204
-378
-65% -$9.32K ﹤0.01% 258
2020
Q2 		$13.5K Buy
+582
New +$12.9K ﹤0.01% 239

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brewin Dolphin Wealth Management's CSX Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of CSX Corp (CSX) in Q4 2020, closing a stake of 204 shares — an estimated $5.28K sold.

Brewin Dolphin Wealth Management first reported a position in CSX in Q2 2020 and held it in 2 quarters. The position peaked at $13.5K in Q2 2020. 1,359 funds tracked by Wall St. Rank hold CSX as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining CSX Corp position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 204 CSX Corp shares in Q4 2020, an estimated $5.28K.
  • Brewin Dolphin Wealth Management first reported a position in CSX Corp in Q2 2020 and held it in 2 quarters.
  • Brewin Dolphin Wealth Management's CSX Corp position peaked at $13.5K in Q2 2020.
  • 1,359 funds tracked by Wall St. Rank held CSX Corp as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.