Wealthcare Capital Management’s CSX Corp CSX Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-243	Closed	-$8K	–	204
2021 Q1	$8K	Buy	+243	New	+$7.42K	﹤0.01%	305
2020 Q1	–	Sell	-177	Closed	-$4K	–	341
2019 Q4	$4K	Buy	+177	New	+$4.19K	﹤0.01%	282
2018 Q3	–	Sell	-210	Closed	-$4K	–	197
2018 Q2	$4K	Hold	210	–	–	﹤0.01%	163
2018 Q1	$4K	Hold	210	–	–	﹤0.01%	164
2017 Q4	$4K	Hold	210	–	–	﹤0.01%	160
2017 Q3	$4K	Hold	210	–	–	﹤0.01%	150
2017 Q2	$4K	Hold	210	–	–	﹤0.01%	143
2017 Q1	$3K	Hold	210	–	–	﹤0.01%	153
2016 Q4	$3K	Hold	210	–	–	﹤0.01%	153
2016 Q3	$2K	Hold	210	–	–	﹤0.01%	167
2016 Q2	$2K	Hold	210	–	–	﹤0.01%	167
2016 Q1	$2K	Hold	210	–	–	﹤0.01%	176
2015 Q4	$2K	Hold	210	–	–	﹤0.01%	188
2015 Q3	$2K	Hold	210	–	–	﹤0.01%	208
2015 Q2	$2K	Sell	210 -1,209	-85%	-$14K	﹤0.01%	319
2015 Q1	$16K	Buy	+1,419	New	+$16.3K	﹤0.01%	433

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 $10.4B AUM 25.66% 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

Wealthcare Capital Management's CSX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CSX Corp (CSX) in Q2 2021, closing a stake of 243 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in CSX in Q1 2015 and held it in 16 quarters. The position peaked at $16K in Q1 2015. 1,377 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

Wealthcare Capital Management reported no remaining CSX Corp position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 243 CSX Corp shares in Q2 2021, an estimated $8K.
Wealthcare Capital Management first reported a position in CSX Corp in Q1 2015 and held it in 16 quarters.
Wealthcare Capital Management's CSX Corp position peaked at $16K in Q1 2015.
1,377 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.