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Evolution Wealth Advisors’s CSX Corp CSX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-129
Closed -$4K – 266
2021
Q3 		$4K Buy
129
+86
+200% +$2.75K ﹤0.01% 545
2021
Q2 		$4K Sell
43
-86
-67% -$2.84K ﹤0.01% 540
2021
Q1 		$4K Hold
129
– – ﹤0.01% 548
2020
Q4 		$4K Hold
129
– – ﹤0.01% 471
2020
Q3 		$3K Hold
129
– – ﹤0.01% 492
2020
Q2 		$3K Buy
+129
New +$2.85K ﹤0.01% 426
2020
Q1 		– Sell
-372
Closed -$9K – 382
2019
Q4 		$9K Buy
+372
New +$8.8K ﹤0.01% 312
2019
Q3 		– Sell
-318
Closed -$8K – 499
2019
Q2 		$8K Buy
+318
New +$8.19K ﹤0.01% 196

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evolution Wealth Advisors's CSX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 129 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in CSX in Q2 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 129 CSX Corp shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in CSX Corp in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's CSX Corp position peaked at $9K in Q4 2019.
  • 1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.