WESPAC Advisors’s CSX Corp CSX Stock Holding History

WESPAC 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
2022 Q2	–	Sell	-35,276	Closed	-$1.32M	–	96
2022 Q1	$1.32M	Sell	35,276 -11,694	-25%	-$414K	1.43%	20
2021 Q4	$1.77M	Sell	46,970 -300	-0.6%	-$10.6K	1.18%	18
2021 Q3	$1.41M	Buy	47,270 +29,234	+162%	+$936K	0.87%	41
2021 Q2	$579K	Sell	18,036 -24,819	-58%	-$819K	1.11%	40
2021 Q1	$1.38M	Sell	42,855 -4,797	-10%	-$146K	1.03%	32
2020 Q4	$1.44M	Buy	+47,652	New	+$1.37M	1.11%	33
2019 Q1	–	Sell	-27,381	Closed	-$567K	–	131
2018 Q4	$567K	Buy	27,381 +855	+3%	+$19.7K	0.55%	54
2018 Q3	$655K	Buy	+26,526	New	+$632K	0.38%	83
2018 Q2	–	Sell	-13,887	Closed	-$258K	–	114
2018 Q1	$258K	Buy	13,887 +3	+0%	+$56	0.16%	120
2017 Q4	$255K	Buy	13,884 +3	+0%	+$53	0.24%	103
2017 Q3	$251K	Buy	13,881 +657	+5%	+$11.3K	0.17%	115
2017 Q2	$241K	Buy	+13,224	New	+$227K	0.16%	112
2017 Q1	–	Sell	-21,690	Closed	-$260K	–	111
2016 Q4	$260K	Buy	+21,690	New	+$243K	0.29%	92

Other funds holding CSX

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

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

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

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

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

SCP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WESPAC Advisors's CSX Position: Q2 2022 in Review

WESPAC Advisors sold out of CSX Corp (CSX) in Q2 2022, closing a stake of 35,276 shares — an estimated $1.32M sold.

WESPAC Advisors first reported a position in CSX in Q4 2016 and held it in 13 quarters. The position peaked at $1.77M in Q4 2021. 1,478 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

WESPAC Advisors reported no remaining CSX Corp position as of Q2 2022 after selling out during the quarter.
WESPAC Advisors sold 35,276 CSX Corp shares in Q2 2022, an estimated $1.32M.
WESPAC Advisors first reported a position in CSX Corp in Q4 2016 and held it in 13 quarters.
WESPAC Advisors's CSX Corp position peaked at $1.77M in Q4 2021.
1,478 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.