WIA
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Wealthstreet Investment Advisors’s CSX Corp CSX Stock Holding History

Wealthstreet Investment 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
Q2 		– Sell
-18,000
Closed -$579K – 138
2021
Q1 		$579K Hold
18,000
– – 0.06% 234
2020
Q4 		$545K Hold
18,000
– – 0.06% 233
2020
Q3 		$466K Hold
18,000
– – 0.05% 227
2020
Q2 		$418K Hold
18,000
– – 0.05% 232
2020
Q1 		$344K Hold
18,000
– – 0.05% 228
2019
Q4 		$434K Hold
18,000
– – 0.05% 246
2019
Q3 		$425K Hold
18,000
– – 0.05% 240
2019
Q2 		$464K Sell
18,000
-3,420
-16% -$88.1K 0.06% 235
2019
Q1 		$534K Hold
21,420
– – 0.07% 216
2018
Q4 		$468K Sell
21,420
-7,500
-26% -$173K 0.07% 224
2018
Q3 		$714K Sell
28,920
-750
-3% -$17.9K 0.09% 198
2018
Q2 		$630K Hold
29,670
– – 0.08% 207
2018
Q1 		$551K Buy
29,670
+7,500
+34% +$140K 0.07% 221
2017
Q4 		$407K Buy
+22,170
New +$393K 0.05% 249

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BlackRock
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Capital Research Global Investors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return