FWM
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ForthRight Wealth Management’s CSX Corp CSX Stock Holding History

ForthRight 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
Q1 		– Sell
-1,104
Closed -$33K – 64
2020
Q4 		$33K Buy
+1,104
New +$31.7K 0.03% 79

Other funds holding CSX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ForthRight Wealth Management's CSX Position: Q1 2021 in Review

ForthRight Wealth Management sold out of CSX Corp (CSX) in Q1 2021, closing a stake of 1,104 shares — an estimated $33K sold.

ForthRight Wealth Management first reported a position in CSX in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 1,377 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

  • ForthRight Wealth Management reported no remaining CSX Corp position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,104 CSX Corp shares in Q1 2021, an estimated $33K.
  • ForthRight Wealth Management first reported a position in CSX Corp in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's CSX Corp position peaked at $33K in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.