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Ameliora Wealth Management’s CSX Corp CSX Stock Holding History

Ameliora 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
2024
Q3 		– Sell
-627
Closed -$21K – 169
2024
Q2 		$21K Hold
627
– – 0.01% 148
2024
Q1 		$23.2K Hold
627
– – 0.01% 159
2023
Q4 		$21.7K Hold
627
– – 0.01% 144
2023
Q3 		$19.3K Hold
627
– – 0.01% 164
2023
Q2 		$21.4K Hold
627
– – 0.01% 153
2023
Q1 		$18.8K Hold
627
– – 0.01% 168
2022
Q4 		$19.4K Buy
+627
New +$18.9K 0.01% 188

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Ameliora Wealth Management's CSX Position: Q3 2024 in Review

Ameliora Wealth Management sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 627 shares — an estimated $21K sold.

Ameliora Wealth Management first reported a position in CSX in Q4 2022 and held it in 7 quarters. The position peaked at $23.2K in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Ameliora Wealth Management reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 627 CSX Corp shares in Q3 2024, an estimated $21K.
  • Ameliora Wealth Management first reported a position in CSX Corp in Q4 2022 and held it in 7 quarters.
  • Ameliora Wealth Management's CSX Corp position peaked at $23.2K in Q1 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.