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Goodwin Investment Advisory’s CSX Corp CSX Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-171
Closed -$5.3K – 111
2022
Q4 		$5.3K Hold
171
– – ﹤0.01% 173
2022
Q3 		$5K Buy
+171
New +$5.32K ﹤0.01% 170
2022
Q2 		– Sell
-162
Closed -$6K – 177
2022
Q1 		$6K Buy
+162
New +$5.73K ﹤0.01% 161

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goodwin Investment Advisory's CSX Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 171 shares — an estimated $5.3K sold.

Goodwin Investment Advisory first reported a position in CSX in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 171 CSX Corp shares in Q1 2023, an estimated $5.3K.
  • Goodwin Investment Advisory first reported a position in CSX Corp in Q1 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's CSX Corp position peaked at $6K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.