CWA
CSX icon

Clarus Wealth Advisors’s CSX Corp CSX Stock Holding History

Clarus Wealth 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
2019
Q1 		– Sell
-120
Closed -$2K – 692
2018
Q4 		$2K Hold
120
– – ﹤0.01% 642
2018
Q3 		$3K Sell
120
-30
-20% -$715 ﹤0.01% 651
2018
Q2 		$3K Buy
+150
New +$3.09K ﹤0.01% 659

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Clarus Wealth Advisors's CSX Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of CSX Corp (CSX) in Q1 2019, closing a stake of 120 shares — an estimated $2K sold.

Clarus Wealth Advisors first reported a position in CSX in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 1,191 funds tracked by Wall St. Rank hold CSX as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining CSX Corp position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 120 CSX Corp shares in Q1 2019, an estimated $2K.
  • Clarus Wealth Advisors first reported a position in CSX Corp in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's CSX Corp position peaked at $3K in Q3 2018.
  • 1,191 funds tracked by Wall St. Rank held CSX Corp as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.