KWM
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Keebeck Wealth Management’s CSX Corp CSX Stock Holding History

Keebeck 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
Q3 		– Sell
-2,595
Closed -$60K – 215
2020
Q2 		$60K Buy
+2,595
New +$57.4K 0.02% 205

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Keebeck Wealth Management's CSX Position: Q3 2020 in Review

Keebeck Wealth Management sold out of CSX Corp (CSX) in Q3 2020, closing a stake of 2,595 shares — an estimated $60K sold.

Keebeck Wealth Management first reported a position in CSX in Q2 2020 and held it in 1 quarter. The position peaked at $60K in Q2 2020. 1,210 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

  • Keebeck Wealth Management reported no remaining CSX Corp position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 2,595 CSX Corp shares in Q3 2020, an estimated $60K.
  • Keebeck Wealth Management first reported a position in CSX Corp in Q2 2020 and held it in 1 quarter.
  • Keebeck Wealth Management's CSX Corp position peaked at $60K in Q2 2020.
  • 1,210 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.