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Laidlaw Wealth Management’s CSX Corp CSX Stock Holding History

Laidlaw 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
2022
Q2 		– Sell
-21,525
Closed -$806K – 377
2022
Q1 		$806K Buy
21,525
+1,840
+9% +$65.1K 0.13% 156
2021
Q4 		$740K Buy
+19,685
New +$694K 0.12% 172

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's CSX Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 21,525 shares — an estimated $806K sold.

Laidlaw Wealth Management first reported a position in CSX in Q4 2021 and held it in 2 quarters. The position peaked at $806K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 21,525 CSX Corp shares in Q2 2022, an estimated $806K.
  • Laidlaw Wealth Management first reported a position in CSX Corp in Q4 2021 and held it in 2 quarters.
  • Laidlaw Wealth Management's CSX Corp position peaked at $806K in Q1 2022.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.