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Nauset Wealth Management’s CSX Corp CSX Stock Holding History

Nauset 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
2022
Q1 		$274K Buy
7,313
+7
+0.1% +$248 0.22% 53
2021
Q4 		$275K Buy
+7,306
New +$258K 0.26% 49

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Nauset Wealth Management's CSX Position: Q1 2022 in Review

Nauset Wealth Management increased its CSX Corp (CSX) stake by 0.1% in Q1 2022, buying an estimated $248 and bringing the position to 7,313 shares worth $274K. The position accounts for 0.22% of the portfolio, ranked #53.

Nauset Wealth Management first reported a position in CSX in Q4 2021 and has held it in 2 quarters since. The position peaked at $275K in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Nauset Wealth Management held 7,313 shares of CSX Corp worth $274K as of Q1 2022.
  • Nauset Wealth Management bought 7 CSX Corp shares in Q1 2022, an estimated $248.
  • CSX Corp made up 0.22% of Nauset Wealth Management's portfolio in Q1 2022, its #53 holding.
  • Nauset Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's CSX Corp position peaked at $275K in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.