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Wealthspire Advisors (Maryland)’s CSX Corp CSX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$384K Buy
14,820
+1,974
+15% +$48.7K 0.01% 315
2020
Q2 		$299K Buy
12,846
+183
+1% +$4.05K 0.02% 340
2020
Q1 		$242K Buy
12,663
+123
+1% +$2.87K 0.02% 349
2019
Q4 		$302K Buy
12,540
+534
+4% +$12.6K 0.02% 374
2019
Q3 		$277K Sell
12,006
-612
-5% -$14.2K 0.02% 363
2019
Q2 		$325K Buy
12,618
+486
+4% +$12.5K 0.02% 333
2019
Q1 		$303K Buy
12,132
+63
+0.5% +$1.46K 0.02% 353
2018
Q4 		$250K Buy
12,069
+459
+4% +$10.6K 0.02% 361
2018
Q3 		$287K Buy
11,610
+18
+0.2% +$429 0.02% 376
2018
Q2 		$246K Buy
11,592
+12
+0.1% +$247 0.02% 403
2018
Q1 		$215K Sell
11,580
-1,911
-14% -$35.7K 0.02% 440
2017
Q4 		$247K Buy
13,491
+3,864
+40% +$68.4K 0.02% 421
2017
Q3 		$174K Sell
9,627
-765
-7% -$13.1K 0.02% 521
2017
Q2 		$189K Buy
10,392
+2,307
+29% +$39.5K 0.02% 468
2017
Q1 		$125K Sell
8,085
-1,863
-19% -$28.4K 0.02% 518
2016
Q4 		$119K Buy
9,948
+1,452
+17% +$16.3K 0.02% 525
2016
Q3 		$86K Buy
8,496
+135
+2% +$1.28K 0.01% 617
2016
Q2 		$73K Sell
8,361
-1,737
-17% -$15.1K 0.01% 623
2016
Q1 		$87K Sell
10,098
-4,518
-31% -$36.6K 0.02% 554
2015
Q4 		$126K Buy
+14,616
New +$133K 0.02% 472

Other funds holding CSX

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its CSX Corp (CSX) stake by 15% in Q3 2020, buying an estimated $48.7K and bringing the position to 14,820 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #315.

Wealthspire Advisors (Maryland) first reported a position in CSX in Q4 2015 and has held it in 20 quarters since. 1,210 funds tracked by Wall St. Rank hold CSX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 14,820 shares of CSX Corp worth $384K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,974 CSX Corp shares in Q3 2020, an estimated $48.7K.
  • CSX Corp made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #315 holding.
  • Wealthspire Advisors (Maryland) first reported a position in CSX Corp in Q4 2015 and has held it in 20 quarters since.
  • 1,210 funds tracked by Wall St. Rank held CSX Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.