WealthPlan Investment Management’s CSX Corp CSX Stock Holding History

WealthPlan Investment 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 Q1	$205K	Buy	+5,958	New	+$211K	0.01%	368

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPlan Investment Management's CSX Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in CSX Corp (CSX) in Q1 2022: 5,958 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings.

1,570 funds tracked by Wall St. Rank hold CSX as of Q1 2022.

WealthPlan Investment Management held 5,958 shares of CSX Corp worth $205K as of Q1 2022.
CSX Corp was a new WealthPlan Investment Management position in Q1 2022.
CSX Corp made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2022, its #368 holding.
1,570 funds tracked by Wall St. Rank held CSX Corp as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.