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Bernardo Wealth Planning’s CSX Corp CSX Stock Holding History

Bernardo Wealth Planning’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
Q2 		– Sell
-5,819
Closed -$216K – 106
2024
Q1 		$216K Buy
+5,819
New +$212K 0.06% 97
2022
Q2 		– Sell
-5,348
Closed -$200K – 86
2022
Q1 		$200K Buy
5,348
+9
+0.2% +$318 0.1% 84
2021
Q4 		$200K Buy
+5,339
New +$188K 0.1% 83

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

Bernardo Wealth Planning's CSX Position: Q2 2024 in Review

Bernardo Wealth Planning sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 5,819 shares — an estimated $216K sold.

Bernardo Wealth Planning first reported a position in CSX in Q4 2021 and held it in 3 quarters. The position peaked at $216K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Bernardo Wealth Planning reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • Bernardo Wealth Planning sold 5,819 CSX Corp shares in Q2 2024, an estimated $216K.
  • Bernardo Wealth Planning first reported a position in CSX Corp in Q4 2021 and held it in 3 quarters.
  • Bernardo Wealth Planning's CSX Corp position peaked at $216K in Q1 2024.
  • 1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Bernardo Wealth Planning's 13F filing for Q2 2024, filed 10 Jul 2024.