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Rockwood Wealth Management’s CSX Corp CSX Stock Holding History

Rockwood 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
2022
Q1 		– Sell
-31,250
Closed -$1.18M – 87
2021
Q4 		$1.18M Buy
+31,250
New +$1.1M 0.52% 18

Other funds holding CSX

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Rockwood Wealth Management's CSX Position: Q1 2022 in Review

Rockwood Wealth Management sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 31,250 shares — an estimated $1.18M sold.

Rockwood Wealth Management first reported a position in CSX in Q4 2021 and held it in 1 quarter. The position peaked at $1.18M in Q4 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Rockwood Wealth Management reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 31,250 CSX Corp shares in Q1 2022, an estimated $1.18M.
  • Rockwood Wealth Management first reported a position in CSX Corp in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's CSX Corp position peaked at $1.18M in Q4 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.