Polaris Wealth Advisory Group’s CSX Corp CSX Stock Holding History

Polaris Wealth Advisory Group’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	-1,355,897	Closed	-$47.1M	–	141
2022 Q1	$47.1M	Buy	+1,355,897	New	+$48M	3.15%	1
2021 Q1	–	Sell	-164,832	Closed	-$5.27M	–	175
2020 Q4	$5.27M	Buy	164,832 +27,864	+20%	+$800K	0.39%	77
2020 Q3	$3.55M	Sell	136,968 -18,123	-12%	-$447K	0.33%	76
2020 Q2	$3.53M	Buy	+155,091	New	+$3.43M	0.28%	70
2020 Q1	–	Sell	-299,733	Closed	-$7.67M	–	133
2019 Q4	$7.67M	Buy	+299,733	New	+$7.09M	0.51%	53
2018 Q4	–	Sell	-639	Closed	-$16K	–	211
2018 Q3	$16K	Buy	+639	New	+$15.2K	﹤0.01%	342
2018 Q2	–	Sell	-639	Closed	-$12K	–	291
2018 Q1	$12K	Buy	+639	New	+$11.9K	﹤0.01%	342
2013 Q3	–	Sell	-69,750	Closed	-$539K	–	143
2013 Q2	$539K	Buy	+69,750	New	+$572K	0.22%	49

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polaris Wealth Advisory Group's CSX Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 1,355,897 shares — an estimated $47.1M sold.

Polaris Wealth Advisory Group first reported a position in CSX in Q2 2013 and held it in 8 quarters. The position peaked at $47.1M in Q1 2022. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,355,897 CSX Corp shares in Q2 2022, an estimated $47.1M.
Polaris Wealth Advisory Group first reported a position in CSX Corp in Q2 2013 and held it in 8 quarters.
Polaris Wealth Advisory Group's CSX Corp position peaked at $47.1M in Q1 2022.
1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.