Bellwether Advisors’s CSX Corp CSX Stock Holding History

Bellwether 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	–	Sell	-2	Closed	-$59	–	164
2023 Q1	$59	Buy	+2	New	+$61	﹤0.01%	459

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

Bellwether Advisors's CSX Position: Q2 2023 in Review

Bellwether Advisors sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 2 shares — an estimated $59 sold.

Bellwether Advisors first reported a position in CSX in Q1 2023 and held it in 1 quarter. The position peaked at $59 in Q1 2023. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

Bellwether Advisors reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 2 CSX Corp shares in Q2 2023, an estimated $59.
Bellwether Advisors first reported a position in CSX Corp in Q1 2023 and held it in 1 quarter.
Bellwether Advisors's CSX Corp position peaked at $59 in Q1 2023.
1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.