BerganKDV Wealth Management’s CSX Corp CSX Stock Holding History

BerganKDV 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	$87.6K	Sell	2,568 -78	-3%	-$2.47K	0.01%	314
2023 Q1	$79.2K	Hold	2,646	–	–	0.01%	339
2022 Q4	$82K	Buy	2,646 +14	+0.5%	+$421	0.01%	332
2022 Q3	$70K	Sell	2,632 -45	-2%	-$1.4K	0.01%	332
2022 Q2	$78K	Buy	2,677 +1,723	+181%	+$56.2K	0.01%	329
2022 Q1	$36K	Sell	954 -1,723	-64%	-$60.9K	﹤0.01%	433
2021 Q4	$101K	Hold	2,677	–	–	0.01%	332
2021 Q3	$80K	Hold	2,677	–	–	0.01%	344
2021 Q2	$86K	Buy	2,677 +1	+0%	+$33	0.01%	325
2021 Q1	$86K	Sell	2,676 -1,911	-42%	-$58.3K	0.01%	311
2020 Q4	$139K	Buy	4,587 +45	+1%	+$1.29K	0.02%	250
2020 Q3	$118K	Buy	4,542 +6	+0.1%	+$148	0.02%	249
2020 Q2	$105K	Buy	4,536 +684	+18%	+$15.1K	0.02%	273
2020 Q1	$74K	Buy	3,852 +198	+5%	+$4.62K	0.02%	277
2019 Q4	$88K	Buy	3,654 +81	+2%	+$1.92K	0.02%	286
2019 Q3	$82K	Sell	3,573 -75	-2%	-$1.75K	0.02%	276
2019 Q2	$94K	Buy	3,648 +87	+2%	+$2.24K	0.02%	265
2019 Q1	$89K	Buy	3,561 +6	+0.2%	+$139	0.02%	288
2018 Q4	$74K	Buy	3,555 +3	+0.1%	+$69	0.02%	263
2018 Q3	$88K	Buy	3,552 +6	+0.2%	+$143	0.02%	265
2018 Q2	$75K	Buy	+3,546	New	+$73K	0.02%	273

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

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

BerganKDV Wealth Management reduced its CSX Corp (CSX) stake by 2.9% in Q2 2023, selling an estimated $2.47K and leaving 2,568 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #314.

BerganKDV Wealth Management first reported a position in CSX in Q2 2018 and has held it in 21 quarters since. The position peaked at $139K in Q4 2020. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

BerganKDV Wealth Management held 2,568 shares of CSX Corp worth $87.6K as of Q2 2023.
BerganKDV Wealth Management sold 78 CSX Corp shares in Q2 2023, an estimated $2.47K.
CSX Corp made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #314 holding.
BerganKDV Wealth Management first reported a position in CSX Corp in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's CSX Corp position peaked at $139K in Q4 2020.
1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

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