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Insight Wealth Strategies’s CSX Corp CSX Stock Holding History

Insight Wealth Strategies’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
2019
Q3 		– Sell
-13,248
Closed -$342K – 187
2019
Q2 		$342K Sell
13,248
-84
-0.6% -$2.16K 0.08% 132
2019
Q1 		$332K Buy
13,332
+159
+1% +$3.68K 0.09% 119
2018
Q4 		$273K Buy
+13,173
New +$303K 0.08% 120

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
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
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Insight Wealth Strategies's CSX Position: Q3 2019 in Review

Insight Wealth Strategies sold out of CSX Corp (CSX) in Q3 2019, closing a stake of 13,248 shares — an estimated $342K sold.

Insight Wealth Strategies first reported a position in CSX in Q4 2018 and held it in 3 quarters. The position peaked at $342K in Q2 2019. 1,112 funds tracked by Wall St. Rank hold CSX as of Q3 2019.

  • Insight Wealth Strategies reported no remaining CSX Corp position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,248 CSX Corp shares in Q3 2019, an estimated $342K.
  • Insight Wealth Strategies first reported a position in CSX Corp in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's CSX Corp position peaked at $342K in Q2 2019.
  • 1,112 funds tracked by Wall St. Rank held CSX Corp as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.