BKM Wealth Management’s CSX Corp CSX Stock Holding History

BKM 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
2024 Q1	–	Sell	-1,591	Closed	-$55.2K	–	261
2023 Q4	$55.2K	Buy	+1,591	New	+$50.7K	0.02%	250

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

BKM Wealth Management's CSX Position: Q1 2024 in Review

BKM Wealth Management sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 1,591 shares — an estimated $55.2K sold.

BKM Wealth Management first reported a position in CSX in Q4 2023 and held it in 1 quarter. The position peaked at $55.2K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

BKM Wealth Management reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,591 CSX Corp shares in Q1 2024, an estimated $55.2K.
BKM Wealth Management first reported a position in CSX Corp in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's CSX Corp position peaked at $55.2K in Q4 2023.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.