Accel Wealth Management’s CSX Corp CSX Stock Holding History

Accel Wealth Management’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 Q2	–	Sell	-1,548	Closed	-$46.4K	–	313
2023 Q1	$46.4K	Buy	1,548 +6	+0.4%	+$184	0.02%	502
2022 Q4	$47.8K	Buy	1,542 +4	+0.3%	+$120	0.02%	371
2022 Q3	$43K	Buy	1,538 +5	+0.3%	+$155	0.02%	401
2022 Q2	$44K	Buy	1,533 +6	+0.4%	+$196	0.03%	377
2022 Q1	$54K	Buy	1,527 +4	+0.3%	+$141	0.03%	361
2021 Q4	$57K	Buy	1,523 +3	+0.2%	+$106	0.03%	360
2021 Q3	$45K	Buy	1,520 +4	+0.3%	+$128	0.03%	341
2021 Q2	$49K	Buy	1,516 +4	+0.3%	+$132	0.03%	343
2021 Q1	$49K	Buy	1,512 +3	+0.2%	+$92	0.04%	321
2020 Q4	$46K	Buy	+1,509	New	+$43.4K	0.04%	310

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Accel Wealth Management's CSX Position: Q2 2023 in Review

Accel Wealth Management sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 1,548 shares — an estimated $46.4K sold.

Accel Wealth Management first reported a position in CSX in Q4 2020 and held it in 10 quarters. The position peaked at $57K in Q4 2021. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

Accel Wealth Management reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,548 CSX Corp shares in Q2 2023, an estimated $46.4K.
Accel Wealth Management first reported a position in CSX Corp in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's CSX Corp position peaked at $57K in Q4 2021.
1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.