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Stonebridge Financial Planning Group’s CSX Corp CSX Stock Holding History

Stonebridge Financial Planning Group’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
-750
Closed -$26K – 158
2021
Q4 		$26K Hold
750
– – 0.01% 278
2021
Q3 		$27K Hold
750
– – 0.01% 281
2021
Q2 		$24K Hold
750
– – 0.01% 291
2021
Q1 		$25K Hold
750
– – 0.01% 286
2020
Q4 		$23K Hold
750
– – 0.01% 263
2020
Q3 		$20K Hold
750
– – 0.01% 266
2020
Q2 		$17K Hold
750
– – 0.01% 275
2020
Q1 		$16K Buy
+750
New +$17.5K 0.02% 264

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

Stonebridge Financial Planning Group's CSX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of CSX Corp (CSX) in Q1 2022, closing a stake of 750 shares — an estimated $26K sold.

Stonebridge Financial Planning Group first reported a position in CSX in Q1 2020 and held it in 8 quarters. The position peaked at $27K in Q3 2021. 1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining CSX Corp position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 750 CSX Corp shares in Q1 2022, an estimated $26K.
  • Stonebridge Financial Planning Group first reported a position in CSX Corp in Q1 2020 and held it in 8 quarters.
  • Stonebridge Financial Planning Group's CSX Corp position peaked at $27K in Q3 2021.
  • 1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.