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BT Wealth Management’s CSX Corp CSX Stock Holding History

BT 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 		$238K Sell
8,206
-1,183
-13% -$38.6K 0.07% 55
2022
Q1 		$352K Buy
9,389
+3
+0% +$106 0.09% 47
2021
Q4 		$353K Buy
9,386
+1
+0% +$35 0.1% 47
2021
Q3 		$279K Buy
9,385
+616
+7% +$19.7K 0.09% 45
2021
Q2 		$281K Buy
+8,769
New +$289K 0.09% 47

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BT Wealth Management's CSX Position: Q2 2022 in Review

BT Wealth Management reduced its CSX Corp (CSX) stake by 13% in Q2 2022, selling an estimated $38.6K and leaving 8,206 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #55.

BT Wealth Management first reported a position in CSX in Q2 2021 and has held it in 5 quarters since. The position peaked at $353K in Q4 2021. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • BT Wealth Management held 8,206 shares of CSX Corp worth $238K as of Q2 2022.
  • BT Wealth Management sold 1,183 CSX Corp shares in Q2 2022, an estimated $38.6K.
  • CSX Corp made up 0.07% of BT Wealth Management's portfolio in Q2 2022, its #55 holding.
  • BT Wealth Management first reported a position in CSX Corp in Q2 2021 and has held it in 5 quarters since.
  • BT Wealth Management's CSX Corp position peaked at $353K in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.