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Perfromance Wealth Partners’s CSX Corp CSX Stock Holding History

Perfromance 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
Q1 		– Sell
-5,770
Closed -$217K – 180
2021
Q4 		$217K Buy
+5,770
New +$203K 0.01% 168

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $570B AUM 27.57% 1-Year Est. Return

Perfromance Wealth Partners's CSX Position: Q1 2022 in Review

Perfromance Wealth Partners sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 5,770 shares — an estimated $217K sold.

Perfromance Wealth Partners first reported a position in CSX in Q4 2021 and held it in 1 quarter. The position peaked at $217K in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Perfromance Wealth Partners reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 5,770 CSX Corp shares in Q1 2022, an estimated $217K.
  • Perfromance Wealth Partners first reported a position in CSX Corp in Q4 2021 and held it in 1 quarter.
  • Perfromance Wealth Partners's CSX Corp position peaked at $217K in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Perfromance Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.