LWM
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Liberty Wealth Management’s CSX Corp CSX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-218
Closed -$7K – 361
2021
Q3 		$7K Buy
218
+109
+100% +$3.49K ﹤0.01% 885
2021
Q2 		$3K Buy
109
+1
+0.9% +$33 ﹤0.01% 862
2021
Q1 		$3K Hold
108
– – ﹤0.01% 763
2020
Q4 		$3K Buy
+108
New +$3.1K ﹤0.01% 759
2019
Q3 		– Sell
-2,574
Closed -$66K – 889
2019
Q2 		$66K Buy
2,574
+1,065
+71% +$27.4K 0.06% 208
2019
Q1 		$37K Buy
1,509
+123
+9% +$2.85K 0.03% 243
2018
Q4 		$28K Buy
+1,386
New +$31.9K 0.02% 279

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's CSX Position: Q4 2021 in Review

Liberty Wealth Management sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 218 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in CSX in Q4 2018 and held it in 7 quarters. The position peaked at $66K in Q2 2019. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

  • Liberty Wealth Management reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 218 CSX Corp shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in CSX Corp in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's CSX Corp position peaked at $66K in Q2 2019.
  • 1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.