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BDO Wealth Advisors’s CSX Corp CSX Stock Holding History

BDO Wealth 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
2023
Q2 		$246K Buy
7,206
+330
+5% +$10.4K 0.03% 235
2023
Q1 		$206K Sell
6,876
-801
-10% -$24.6K 0.03% 248
2022
Q4 		$238K Hold
7,677
– – 0.03% 239
2022
Q3 		$205K Hold
7,677
– – 0.03% 244
2022
Q2 		$223K Sell
7,677
-450
-6% -$14.7K 0.03% 241
2022
Q1 		$304K Hold
8,127
– – 0.03% 217
2021
Q4 		$306K Buy
8,127
+802
+11% +$28.3K 0.03% 229
2021
Q3 		$218K Sell
7,325
-100
-1% -$3.2K 0.02% 270
2021
Q2 		$238K Hold
7,425
– – 0.03% 268
2021
Q1 		$239K Buy
7,425
+375
+5% +$11.4K 0.03% 262
2020
Q4 		$213K Buy
7,050
+75
+1% +$2.15K 0.03% 229
2020
Q3 		$181K Buy
6,975
+168
+2% +$4.14K 0.03% 227
2020
Q2 		$158K Hold
6,807
– – 0.03% 239
2020
Q1 		$130K Hold
6,807
– – 0.03% 246
2019
Q4 		$164K Hold
6,807
– – 0.04% 206
2019
Q3 		$157K Hold
6,807
– – 0.04% 218
2019
Q2 		$176K Hold
6,807
– – 0.05% 207
2019
Q1 		$170K Hold
6,807
– – 0.05% 185
2018
Q4 		$141K Hold
6,807
– – 0.05% 179
2018
Q3 		$168K Sell
6,807
-450
-6% -$10.7K 0.05% 171
2018
Q2 		$154K Hold
7,257
– – 0.05% 177
2018
Q1 		$135K Buy
7,257
+900
+14% +$16.8K 0.05% 156
2017
Q4 		$117K Sell
6,357
-1,500
-19% -$26.6K 0.05% 142
2017
Q3 		$142K Hold
7,857
– – 0.07% 123
2017
Q2 		$143K Buy
+7,857
New +$135K 0.06% 143

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BDO Wealth Advisors's CSX Position: Q2 2023 in Review

BDO Wealth Advisors increased its CSX Corp (CSX) stake by 4.8% in Q2 2023, buying an estimated $10.4K and bringing the position to 7,206 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #235.

BDO Wealth Advisors first reported a position in CSX in Q2 2017 and has held it in 25 quarters since. The position peaked at $306K in Q4 2021. 1,579 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • BDO Wealth Advisors held 7,206 shares of CSX Corp worth $246K as of Q2 2023.
  • BDO Wealth Advisors bought 330 CSX Corp shares in Q2 2023, an estimated $10.4K.
  • CSX Corp made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #235 holding.
  • BDO Wealth Advisors first reported a position in CSX Corp in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's CSX Corp position peaked at $306K in Q4 2021.
  • 1,579 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.