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

Laurel Wealth Advisors (North Carolina)’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
Q4 		– Sell
-900
Closed -$21K – 528
2019
Q3 		$21K Sell
900
-2,700
-75% -$62.9K 0.01% 315
2019
Q2 		$93K Hold
3,600
– – 0.03% 183
2019
Q1 		$90K Hold
3,600
– – 0.03% 181
2018
Q4 		$75K Buy
+3,600
New +$82.8K 0.03% 184

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CSX Position: Q4 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of CSX Corp (CSX) in Q4 2019, closing a stake of 900 shares — an estimated $21K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CSX in Q4 2018 and held it in 4 quarters. The position peaked at $93K in Q2 2019. 1,219 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining CSX Corp position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 900 CSX Corp shares in Q4 2019, an estimated $21K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in CSX Corp in Q4 2018 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s CSX Corp position peaked at $93K in Q2 2019.
  • 1,219 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2019, filed 31 Jan 2020.