WealthShield Partners’s CSX Corp CSX Stock Holding History

WealthShield Partners’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
2023 Q1	–	Sell	-7,470	Closed	-$231K	–	487
2022 Q4	$231K	Buy	+7,470	New	+$225K	0.04%	268
2022 Q3	–	Sell	-9,615	Closed	-$279K	–	294
2022 Q2	$279K	Sell	9,615 -31,329	-77%	-$1.02M	0.06%	253
2022 Q1	$1.53M	Hold	40,944	–	–	0.25%	97
2021 Q4	$1.54M	Buy	40,944 +7,377	+22%	+$260K	0.26%	84
2021 Q3	$998K	Buy	33,567 +474	+1%	+$15.2K	0.27%	82
2021 Q2	$1.06M	Sell	33,093 -2,400	-7%	-$79.2K	0.17%	97
2021 Q1	$1.14M	Sell	35,493 -15,900	-31%	-$485K	0.21%	87
2020 Q4	$1.55M	Sell	51,393 -900	-2%	-$25.9K	0.29%	79
2020 Q3	$1.35M	Buy	52,293 +900	+2%	+$22.2K	0.47%	55
2020 Q2	$1.2M	Hold	51,393	–	–	0.55%	46
2020 Q1	$982K	Sell	51,393 -243	-0.5%	-$5.67K	0.6%	39
2019 Q4	$1.25M	Hold	51,636	–	–	0.61%	35
2019 Q3	$1.19M	Buy	+51,636	New	+$1.2M	0.63%	32
2019 Q2	–	Sell	-51,846	Closed	-$1.29M	–	229
2019 Q1	$1.29M	Buy	51,846 +240	+0.5%	+$5.56K	0.72%	28
2018 Q4	$1.07M	Buy	51,606 +42	+0.1%	+$966	0.73%	28
2018 Q3	$1.27M	Hold	51,564	–	–	0.73%	27
2018 Q2	$1.1M	Buy	51,564 +264	+0.5%	+$5.44K	0.67%	30
2018 Q1	$953K	Buy	+51,300	New	+$959K	0.6%	33

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

SCP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

WealthShield Partners's CSX Position: Q1 2023 in Review

WealthShield Partners sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 7,470 shares — an estimated $231K sold.

WealthShield Partners first reported a position in CSX in Q1 2018 and held it in 18 quarters. The position peaked at $1.55M in Q4 2020. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

WealthShield Partners reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
WealthShield Partners sold 7,470 CSX Corp shares in Q1 2023, an estimated $231K.
WealthShield Partners first reported a position in CSX Corp in Q1 2018 and held it in 18 quarters.
WealthShield Partners's CSX Corp position peaked at $1.55M in Q4 2020.
1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on WealthShield Partners's 13F filing for Q1 2023, filed 8 May 2023.