Ropes Wealth Advisors’s CSX Corp CSX Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-44,141	Closed	-$1.31M	–	274
2021 Q3	$1.31M	Buy	+44,141	New	+$1.41M	0.21%	95
2021 Q1	–	Sell	-12	Closed	–	–	371
2020 Q4	$0	Sell	12 -594	-98%	-$17.1K	﹤0.01%	823
2020 Q3	$16K	Sell	606 -69	-10%	-$1.7K	﹤0.01%	469
2020 Q2	$16K	Hold	675	–	–	﹤0.01%	410
2020 Q1	$13K	Sell	675 -1,200	-64%	-$28K	﹤0.01%	396
2019 Q4	$45K	Hold	1,875	–	–	0.01%	343
2019 Q3	$43K	Hold	1,875	–	–	0.01%	351
2019 Q2	$48K	Hold	1,875	–	–	0.01%	340
2019 Q1	$47K	Buy	+1,875	New	+$43.4K	0.01%	338
2018 Q2	–	Sell	-165	Closed	-$3K	–	566
2018 Q1	$3K	Sell	165 -1,716	-91%	-$32.1K	﹤0.01%	513
2017 Q4	$34K	Hold	1,881	–	–	0.01%	382
2017 Q3	$34K	Buy	+1,881	New	+$32.3K	0.01%	363

Other funds holding CSX

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

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 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's CSX Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of CSX Corp (CSX) in Q4 2021, closing a stake of 44,141 shares — an estimated $1.31M sold.

Ropes Wealth Advisors first reported a position in CSX in Q3 2017 and held it in 12 quarters. The position peaked at $1.31M in Q3 2021. 1,546 funds tracked by Wall St. Rank hold CSX as of Q4 2021.

Ropes Wealth Advisors reported no remaining CSX Corp position as of Q4 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 44,141 CSX Corp shares in Q4 2021, an estimated $1.31M.
Ropes Wealth Advisors first reported a position in CSX Corp in Q3 2017 and held it in 12 quarters.
Ropes Wealth Advisors's CSX Corp position peaked at $1.31M in Q3 2021.
1,546 funds tracked by Wall St. Rank held CSX Corp as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.