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Obermeyer Wealth Partners’s CSX Corp CSX Stock Holding History

Obermeyer Wealth Partners’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
-5,448
Closed -$204K – 213
2022
Q1 		$204K Hold
5,448
– – 0.01% 226
2021
Q4 		$205K Buy
+5,448
New +$192K 0.01% 222

Other funds holding CSX

Vanguard Group
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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

Obermeyer Wealth Partners's CSX Position: Q2 2022 in Review

Obermeyer Wealth Partners sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 5,448 shares — an estimated $204K sold.

Obermeyer Wealth Partners first reported a position in CSX in Q4 2021 and held it in 2 quarters. The position peaked at $205K in Q4 2021. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Obermeyer Wealth Partners reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,448 CSX Corp shares in Q2 2022, an estimated $204K.
  • Obermeyer Wealth Partners first reported a position in CSX Corp in Q4 2021 and held it in 2 quarters.
  • Obermeyer Wealth Partners's CSX Corp position peaked at $205K in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.