FP
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Fiduciary Planning’s CSX Corp CSX Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-3,600
Closed -$116K – 101
2021
Q1 		$116K Hold
3,600
– – 0.18% 50
2020
Q4 		$109K Hold
3,600
– – 0.15% 59
2020
Q3 		$93K Buy
+3,600
New +$88.8K 0.15% 56

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiduciary Planning's CSX Position: Q2 2021 in Review

Fiduciary Planning sold out of CSX Corp (CSX) in Q2 2021, closing a stake of 3,600 shares — an estimated $116K sold.

Fiduciary Planning first reported a position in CSX in Q3 2020 and held it in 3 quarters. The position peaked at $116K in Q1 2021. 1,377 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

  • Fiduciary Planning reported no remaining CSX Corp position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 3,600 CSX Corp shares in Q2 2021, an estimated $116K.
  • Fiduciary Planning first reported a position in CSX Corp in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's CSX Corp position peaked at $116K in Q1 2021.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.