QWM
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QP Wealth Management’s CSX Corp CSX Stock Holding History

QP 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
2020
Q2 		– Sell
-11,262
Closed -$231K – 59
2020
Q1 		$231K Hold
11,262
– – 0.33% 53
2019
Q4 		$292K Buy
+11,262
New +$266K 0.36% 61

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

QP Wealth Management's CSX Position: Q2 2020 in Review

QP Wealth Management sold out of CSX Corp (CSX) in Q2 2020, closing a stake of 11,262 shares — an estimated $231K sold.

QP Wealth Management first reported a position in CSX in Q4 2019 and held it in 2 quarters. The position peaked at $292K in Q4 2019. 1,143 funds tracked by Wall St. Rank hold CSX as of Q2 2020.

  • QP Wealth Management reported no remaining CSX Corp position as of Q2 2020 after selling out during the quarter.
  • QP Wealth Management sold 11,262 CSX Corp shares in Q2 2020, an estimated $231K.
  • QP Wealth Management first reported a position in CSX Corp in Q4 2019 and held it in 2 quarters.
  • QP Wealth Management's CSX Corp position peaked at $292K in Q4 2019.
  • 1,143 funds tracked by Wall St. Rank held CSX Corp as of Q2 2020.

Based on QP Wealth Management's 13F filing for Q2 2020, filed 8 Jul 2020.