OIWM
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OptiFour Integrated Wealth Management’s CSX Corp CSX Stock Holding History

OptiFour Integrated 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
2019
Q4 		$563K Hold
23,328
– – 0.39% 34
2019
Q3 		$539K Hold
23,328
– – 0.38% 36
2019
Q2 		$602K Buy
+23,328
New +$601K 0.42% 33

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OptiFour Integrated Wealth Management's CSX Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its CSX Corp (CSX) position steady in Q4 2019 at 23,328 shares worth $563K. The position accounts for 0.39% of the portfolio, ranked #34.

OptiFour Integrated Wealth Management first reported a position in CSX in Q2 2019 and has held it in 3 quarters since. The position peaked at $602K in Q2 2019. 1,220 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • OptiFour Integrated Wealth Management held 23,328 shares of CSX Corp worth $563K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its CSX Corp share count unchanged in Q4 2019.
  • CSX Corp made up 0.39% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #34 holding.
  • OptiFour Integrated Wealth Management first reported a position in CSX Corp in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's CSX Corp position peaked at $602K in Q2 2019.
  • 1,220 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.