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Personal Capital Advisors’s CSX Corp CSX Stock Holding History

Personal Capital Advisors’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
Q4 		$270K Sell
8,707
-1,660
-16% -$49.9K ﹤0.01% 409
2022
Q3 		$276K Buy
10,367
+3,470
+50% +$108K ﹤0.01% 375
2022
Q2 		$200K Sell
6,897
-256
-4% -$8.35K ﹤0.01% 429
2022
Q1 		$268K Sell
7,153
-490
-6% -$17.3K ﹤0.01% 415
2021
Q4 		$287K Sell
7,643
-2,862
-27% -$101K ﹤0.01% 447
2021
Q3 		$312K Buy
10,505
+2,172
+26% +$69.5K ﹤0.01% 394
2021
Q2 		$267K Sell
8,333
-337
-4% -$11.1K ﹤0.01% 414
2021
Q1 		$279K Sell
8,670
-1,917
-18% -$58.5K ﹤0.01% 405
2020
Q4 		$320K Buy
10,587
+141
+1% +$4.05K ﹤0.01% 374
2020
Q3 		$270K Buy
+10,446
New +$258K ﹤0.01% 349
2020
Q2 		– Sell
-10,575
Closed -$202K – 367
2020
Q1 		$202K Sell
10,575
-4,338
-29% -$101K ﹤0.01% 329
2019
Q4 		$360K Buy
14,913
+1,272
+9% +$30.1K ﹤0.01% 304
2019
Q3 		$314K Buy
13,641
+3,684
+37% +$85.8K ﹤0.01% 287
2019
Q2 		$257K Sell
9,957
-42
-0.4% -$1.08K ﹤0.01% 287
2019
Q1 		$249K Buy
+9,999
New +$232K ﹤0.01% 291

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal Capital Advisors's CSX Position: Q4 2022 in Review

Personal Capital Advisors reduced its CSX Corp (CSX) stake by 16% in Q4 2022, selling an estimated $49.9K and leaving 8,707 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Personal Capital Advisors first reported a position in CSX in Q1 2019 and has held it in 15 quarters since. The position peaked at $360K in Q4 2019. 1,516 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

  • Personal Capital Advisors held 8,707 shares of CSX Corp worth $270K as of Q4 2022.
  • Personal Capital Advisors sold 1,660 CSX Corp shares in Q4 2022, an estimated $49.9K.
  • CSX Corp made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #409 holding.
  • Personal Capital Advisors first reported a position in CSX Corp in Q1 2019 and has held it in 15 quarters since.
  • Personal Capital Advisors's CSX Corp position peaked at $360K in Q4 2019.
  • 1,516 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.