EW
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Evoke Wealth’s CSX Corp CSX Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-967
Closed -$26K – 537
2022
Q3 		$26K Buy
967
+271
+39% +$8.42K ﹤0.01% 603
2022
Q2 		$20K Sell
696
-109
-14% -$3.55K ﹤0.01% 645
2022
Q1 		$30K Sell
805
-641
-44% -$22.7K ﹤0.01% 588
2021
Q4 		$54K Buy
1,446
+315
+28% +$11.1K ﹤0.01% 520
2021
Q3 		$33K Hold
1,131
– – ﹤0.01% 560
2021
Q2 		$36K Sell
1,131
-282
-20% -$9.3K ﹤0.01% 563
2021
Q1 		$45K Buy
1,413
+687
+95% +$21K ﹤0.01% 466
2020
Q4 		$22K Buy
726
+42
+6% +$1.21K ﹤0.01% 485
2020
Q3 		$18K Hold
684
– – ﹤0.01% 490
2020
Q2 		$16K Sell
684
-111
-14% -$2.46K ﹤0.01% 498
2020
Q1 		$15.2K Sell
795
-609
-43% -$14.2K ﹤0.01% 468
2019
Q4 		$33.9K Buy
1,404
+30
+2% +$710 ﹤0.01% 486
2019
Q3 		$31.7K Buy
+1,374
New +$32K ﹤0.01% 551

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Evoke Wealth's CSX Position: Q4 2022 in Review

Evoke Wealth sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 967 shares — an estimated $26K sold.

Evoke Wealth first reported a position in CSX in Q3 2019 and held it in 13 quarters. The position peaked at $54K in Q4 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

  • Evoke Wealth reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 967 CSX Corp shares in Q4 2022, an estimated $26K.
  • Evoke Wealth first reported a position in CSX Corp in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's CSX Corp position peaked at $54K in Q4 2021.
  • 1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.