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Filbrandt Wealth Management’s CSX Corp CSX Stock Holding History

Filbrandt 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
2021
Q3 		$45K Hold
1,500
– – 0.03% 93
2021
Q2 		$48K Hold
1,500
– – 0.03% 90
2021
Q1 		$48K Hold
1,500
– – 0.03% 88
2020
Q4 		$45K Hold
1,500
– – 0.03% 92
2020
Q3 		$39K Sell
1,500
-303
-17% -$7.47K 0.03% 91
2020
Q2 		$42K Buy
1,803
+303
+20% +$6.7K 0.03% 127
2020
Q1 		$29K Hold
1,500
– – 0.03% 90
2019
Q4 		$36K Buy
+1,500
New +$35.5K 0.03% 98

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
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
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

Filbrandt Wealth Management's CSX Position: Q3 2021 in Review

Filbrandt Wealth Management held its CSX Corp (CSX) position steady in Q3 2021 at 1,500 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #93.

Filbrandt Wealth Management first reported a position in CSX in Q4 2019 and has held it in 8 quarters since. The position peaked at $48K in Q2 2021. 1,362 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

  • Filbrandt Wealth Management held 1,500 shares of CSX Corp worth $45K as of Q3 2021.
  • Filbrandt Wealth Management left its CSX Corp share count unchanged in Q3 2021.
  • CSX Corp made up 0.03% of Filbrandt Wealth Management's portfolio in Q3 2021, its #93 holding.
  • Filbrandt Wealth Management first reported a position in CSX Corp in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's CSX Corp position peaked at $48K in Q2 2021.
  • 1,362 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.