HGWM
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Harvest Group Wealth Management’s CSX Corp CSX Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-60
Closed -$1K – 594
2019
Q4 		$1K Sell
60
-225
-79% -$5.32K ﹤0.01% 744
2019
Q3 		$7K Buy
+285
New +$6.63K 0.01% 309

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's CSX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of CSX Corp (CSX) in Q1 2020, closing a stake of 60 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CSX in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 1,126 funds tracked by Wall St. Rank hold CSX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining CSX Corp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 60 CSX Corp shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in CSX Corp in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's CSX Corp position peaked at $7K in Q3 2019.
  • 1,126 funds tracked by Wall St. Rank held CSX Corp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.