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Marcum Wealth’s CSX Corp CSX Stock Holding History

Marcum Wealth’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
-9,900
Closed -$371K – 391
2022
Q1 		$371K Sell
9,900
-22,002
-69% -$778K 0.05% 211
2021
Q4 		$1.2M Sell
31,902
-770
-2% -$27.2K 0.17% 88
2021
Q3 		$972K Buy
32,672
+8,231
+34% +$264K 0.15% 95
2021
Q2 		$784K Sell
24,441
-42
-0.2% -$1.39K 0.13% 119
2021
Q1 		$787K Buy
+24,483
New +$747K 0.13% 113

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

Marcum Wealth's CSX Position: Q2 2022 in Review

Marcum Wealth sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 9,900 shares — an estimated $371K sold.

Marcum Wealth first reported a position in CSX in Q1 2021 and held it in 5 quarters. The position peaked at $1.2M in Q4 2021. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Marcum Wealth reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
  • Marcum Wealth sold 9,900 CSX Corp shares in Q2 2022, an estimated $371K.
  • Marcum Wealth first reported a position in CSX Corp in Q1 2021 and held it in 5 quarters.
  • Marcum Wealth's CSX Corp position peaked at $1.2M in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.