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ShoreHaven Wealth Partners’s CSX Corp CSX Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-1,356
Closed -$44K – 105
2021
Q1 		$44K Hold
1,356
– – 0.02% 126
2020
Q4 		$41K Buy
+1,356
New +$39K 0.02% 121

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 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 $13.2B AUM 32.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's CSX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of CSX Corp (CSX) in Q2 2021, closing a stake of 1,356 shares — an estimated $44K sold.

ShoreHaven Wealth Partners first reported a position in CSX in Q4 2020 and held it in 2 quarters. The position peaked at $44K in Q1 2021. 1,379 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining CSX Corp position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,356 CSX Corp shares in Q2 2021, an estimated $44K.
  • ShoreHaven Wealth Partners first reported a position in CSX Corp in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's CSX Corp position peaked at $44K in Q1 2021.
  • 1,379 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.