TRUE Private Wealth Advisors’s CSX Corp CSX Stock Holding History

TRUE Private 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 Q1	–	Sell	-333	Closed	-$10K	–	329
2020 Q4	$10K	Hold	333	–	–	﹤0.01%	529
2020 Q3	$8K	Hold	333	–	–	﹤0.01%	516
2020 Q2	$7K	Hold	333	–	–	﹤0.01%	521
2020 Q1	$6K	Hold	333	–	–	﹤0.01%	501
2019 Q4	$8K	Buy	+333	New	+$7.88K	﹤0.01%	621
2019 Q3	–	Sell	-5,055	Closed	-$130K	–	325
2019 Q2	$130K	Buy	+5,055	New	+$130K	0.02%	236
2019 Q1	–	Sell	-11,025	Closed	-$228K	–	215
2018 Q4	$228K	Sell	11,025 -216	-2%	-$4.97K	0.04%	209
2018 Q3	$277K	Sell	11,241 -33	-0.3%	-$786	0.04%	224
2018 Q2	$239K	Buy	+11,274	New	+$232K	0.04%	242

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

TRUE Private Wealth Advisors's CSX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of CSX Corp (CSX) in Q1 2021, closing a stake of 333 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in CSX in Q2 2018 and held it in 9 quarters. The position peaked at $277K in Q3 2018. 1,377 funds tracked by Wall St. Rank hold CSX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining CSX Corp position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 333 CSX Corp shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in CSX Corp in Q2 2018 and held it in 9 quarters.
TRUE Private Wealth Advisors's CSX Corp position peaked at $277K in Q3 2018.
1,377 funds tracked by Wall St. Rank held CSX Corp as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.