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Taylor & Morgan Wealth Management’s CSX Corp CSX Stock Holding History

Taylor & Morgan 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
Q2 		– Sell
-5,436
Closed -$204K – 67
2022
Q1 		$204K Buy
5,436
+3
+0.1% +$106 0.17% 59
2021
Q4 		$204K Buy
+5,433
New +$192K 0.17% 62

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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor & Morgan Wealth Management's CSX Position: Q2 2022 in Review

Taylor & Morgan Wealth Management sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 5,436 shares — an estimated $204K sold.

Taylor & Morgan Wealth Management first reported a position in CSX in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q1 2022. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Taylor & Morgan Wealth Management reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 5,436 CSX Corp shares in Q2 2022, an estimated $204K.
  • Taylor & Morgan Wealth Management first reported a position in CSX Corp in Q4 2021 and held it in 2 quarters.
  • Taylor & Morgan Wealth Management's CSX Corp position peaked at $204K in Q1 2022.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2022, filed 8 Jul 2022.