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

Other funds holding CSX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 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 $13.2B AUM 32.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's CSX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of CSX Corp (CSX) in Q2 2021, closing a stake of 18,000 shares — an estimated $579K sold.

Wealthstreet Investment Advisors first reported a position in CSX in Q4 2017 and held it in 14 quarters. The position peaked at $714K in Q3 2018. 1,379 funds tracked by Wall St. Rank hold CSX as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining CSX Corp position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 18,000 CSX Corp shares in Q2 2021, an estimated $579K.
Wealthstreet Investment Advisors first reported a position in CSX Corp in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's CSX Corp position peaked at $714K in Q3 2018.
1,379 funds tracked by Wall St. Rank held CSX Corp as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.