MBL Wealth’s CSX Corp CSX Stock Holding History

MBL 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	-5,951	Closed	-$223K	–	154
2022 Q1	$223K	Buy	+5,951	New	+$211K	0.05%	154

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBL Wealth's CSX Position: Q2 2022 in Review

MBL Wealth sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 5,951 shares — an estimated $223K sold.

MBL Wealth first reported a position in CSX in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

MBL Wealth reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
MBL Wealth sold 5,951 CSX Corp shares in Q2 2022, an estimated $223K.
MBL Wealth first reported a position in CSX Corp in Q1 2022 and held it in 1 quarter.
MBL Wealth's CSX Corp position peaked at $223K in Q1 2022.
1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on MBL Wealth's 13F filing for Q2 2022, filed 12 Jan 2023.