EWM
CSX icon

Executive Wealth Management’s CSX Corp CSX Stock Holding History

Executive 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
Q1 		– Sell
-11,183
Closed -$420K – 195
2021
Q4 		$420K Buy
+11,183
New +$394K 0.04% 148
2019
Q3 		– Sell
-2,046
Closed -$53K – 275
2019
Q2 		$53K Buy
2,046
+6
+0.3% +$155 0.01% 282
2019
Q1 		$51K Sell
2,040
-33
-2% -$764 0.01% 269
2018
Q4 		$43K Buy
+2,073
New +$47.7K 0.01% 302

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Executive Wealth Management's CSX Position: Q1 2022 in Review

Executive Wealth Management sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 11,183 shares — an estimated $420K sold.

Executive Wealth Management first reported a position in CSX in Q4 2018 and held it in 4 quarters. The position peaked at $420K in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Executive Wealth Management reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
  • Executive Wealth Management sold 11,183 CSX Corp shares in Q1 2022, an estimated $420K.
  • Executive Wealth Management first reported a position in CSX Corp in Q4 2018 and held it in 4 quarters.
  • Executive Wealth Management's CSX Corp position peaked at $420K in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Executive Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.