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Beta Wealth Group’s CSX Corp CSX Stock Holding History

Beta Wealth Group’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
-7,500
Closed -$225K – 103
2023
Q1 		$225K Buy
7,500
+700
+10% +$21.5K 0.13% 94
2022
Q4 		$211K Buy
+6,800
New +$204K 0.14% 94

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beta Wealth Group's CSX Position: Q2 2023 in Review

Beta Wealth Group sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 7,500 shares — an estimated $225K sold.

Beta Wealth Group first reported a position in CSX in Q4 2022 and held it in 2 quarters. The position peaked at $225K in Q1 2023. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • Beta Wealth Group reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
  • Beta Wealth Group sold 7,500 CSX Corp shares in Q2 2023, an estimated $225K.
  • Beta Wealth Group first reported a position in CSX Corp in Q4 2022 and held it in 2 quarters.
  • Beta Wealth Group's CSX Corp position peaked at $225K in Q1 2023.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Beta Wealth Group's 13F filing for Q2 2023, filed 11 Aug 2023.