Strategic Wealth Management Group’s CSX Corp CSX Stock Holding History

Strategic Wealth Management 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
2021 Q2	$566K	Sell	17,649 -24	-0.1%	-$792	0.21%	62
2021 Q1	$568K	Hold	17,673	–	–	0.22%	63
2020 Q4	$535K	Hold	17,673	–	–	0.23%	63
2020 Q3	$458K	Buy	17,673 +7,710	+77%	+$190K	0.22%	61
2020 Q2	$232K	Buy	+9,963	New	+$220K	0.14%	83
2020 Q1	–	Sell	-9,939	Closed	-$240K	–	92
2019 Q4	$240K	Hold	9,939	–	–	0.16%	77
2019 Q3	$229K	Sell	9,939 -63	-0.6%	-$1.47K	0.16%	73
2019 Q2	$258K	Buy	10,002 +63	+0.6%	+$1.62K	0.2%	66
2019 Q1	$248K	Hold	9,939	–	–	0.2%	65
2018 Q4	$206K	Buy	+9,939	New	+$229K	0.2%	73

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCP

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 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

Strategic Wealth Management Group's CSX Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its CSX Corp (CSX) stake by 0.14% in Q2 2021, selling an estimated $792 and leaving 17,649 shares worth $566K. The position accounts for 0.21% of the portfolio, ranked #62.

Strategic Wealth Management Group first reported a position in CSX in Q4 2018 and has held it in 10 quarters since. The position peaked at $568K in Q1 2021. 1,377 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

Strategic Wealth Management Group held 17,649 shares of CSX Corp worth $566K as of Q2 2021.
Strategic Wealth Management Group sold 24 CSX Corp shares in Q2 2021, an estimated $792.
CSX Corp made up 0.21% of Strategic Wealth Management Group's portfolio in Q2 2021, its #62 holding.
Strategic Wealth Management Group first reported a position in CSX Corp in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Management Group's CSX Corp position peaked at $568K in Q1 2021.
1,377 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.