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Laurel Wealth Advisors (California)’s CSX Corp CSX Stock Holding History

Laurel Wealth Advisors (California)’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
-6,766
Closed -$253K – 675
2022
Q1 		$253K Buy
+6,766
New +$239K 0.02% 638
2017
Q3 		– Sell
-12,465
Closed -$226K – 338
2017
Q2 		$226K Buy
+12,465
New +$214K 0.08% 258

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

Laurel Wealth Advisors (California)'s CSX Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 6,766 shares — an estimated $253K sold.

Laurel Wealth Advisors (California) first reported a position in CSX in Q2 2017 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 6,766 CSX Corp shares in Q2 2022, an estimated $253K.
  • Laurel Wealth Advisors (California) first reported a position in CSX Corp in Q2 2017 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s CSX Corp position peaked at $253K in Q1 2022.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.