Realta Investment Advisors’s CSX Corp CSX Stock Holding History

Realta Investment 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
2021 Q3	–	Sell	-8,892	Closed	-$285K	–	411
2021 Q2	$285K	Sell	8,892 -117	-1%	-$3.86K	0.07%	297
2021 Q1	$290K	Buy	9,009 +1,962	+28%	+$59.9K	0.08%	283
2020 Q4	$213K	Buy	+7,047	New	+$202K	0.06%	300
2020 Q1	–	Sell	-11,958	Closed	-$285K	–	520
2019 Q4	$285K	Sell	11,958 -11,196	-48%	-$265K	0.08%	272
2019 Q3	$535K	Buy	23,154 +14,232	+160%	+$331K	0.15%	165
2019 Q2	$230K	Buy	8,922 +8,382	+1,552%	+$216K	0.06%	299
2019 Q1	$13K	Buy	+540	New	+$12.5K	0.01%	853

Other funds holding CSX

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

Realta Investment Advisors's CSX Position: Q3 2021 in Review

Realta Investment Advisors sold out of CSX Corp (CSX) in Q3 2021, closing a stake of 8,892 shares — an estimated $285K sold.

Realta Investment Advisors first reported a position in CSX in Q1 2019 and held it in 7 quarters. The position peaked at $535K in Q3 2019. 1,362 funds tracked by Wall St. Rank hold CSX as of Q3 2021.

Realta Investment Advisors reported no remaining CSX Corp position as of Q3 2021 after selling out during the quarter.
Realta Investment Advisors sold 8,892 CSX Corp shares in Q3 2021, an estimated $285K.
Realta Investment Advisors first reported a position in CSX Corp in Q1 2019 and held it in 7 quarters.
Realta Investment Advisors's CSX Corp position peaked at $535K in Q3 2019.
1,362 funds tracked by Wall St. Rank held CSX Corp as of Q3 2021.

Based on Realta Investment Advisors's 13F filing for Q3 2021, filed 18 Oct 2021.