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Buckingham Strategic Wealth’s CSX Corp CSX Stock Holding History

Buckingham Strategic Wealth’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 		$2.35M Sell
70,191
-859
-1% -$29.2K 0.02% 220
2024
Q1 		$2.63M Buy
71,050
+449
+0.6% +$16.4K 0.03% 209
2023
Q4 		$2.45M Buy
70,601
+17,315
+32% +$552K 0.03% 211
2023
Q3 		$1.64M Buy
53,286
+333
+0.6% +$10.6K 0.02% 230
2023
Q2 		$1.81M Buy
52,953
+3,027
+6% +$95.8K 0.03% 224
2023
Q1 		$1.55M Hold
49,926
– – 0.03% 214
2022
Q4 		$1.55M Sell
49,926
-4,190
-8% -$126K 0.03% 215
2022
Q3 		$1.44M Sell
54,116
-2,110
-4% -$65.6K 0.03% 214
2022
Q2 		$1.63M Buy
56,226
+6,965
+14% +$227K 0.03% 194
2022
Q1 		$1.84M Buy
49,261
+1
+0% +$35 0.04% 185
2021
Q4 		$1.85M Sell
49,260
-537
-1% -$18.9K 0.04% 189
2021
Q3 		$1.48M Buy
49,797
+381
+0.8% +$12.2K 0.03% 214
2021
Q2 		$1.58M Buy
49,416
+924
+2% +$30.5K 0.04% 202
2021
Q1 		$1.56M Sell
48,492
-1,668
-3% -$50.9K 0.08% 184
2020
Q4 		$1.52M Buy
50,160
+3,138
+7% +$90.1K 0.08% 179
2020
Q3 		$1.22M Sell
47,022
-3
-0% -$74 0.09% 156
2020
Q2 		$1.09M Sell
47,025
-2,187
-4% -$48.4K 0.1% 136
2020
Q1 		$940K Sell
49,212
-1,911
-4% -$44.6K 0.09% 170
2019
Q4 		$1.23M Buy
51,123
+3
+0% +$71 0.12% 135
2019
Q3 		$1.18M Buy
51,120
+1,713
+3% +$39.9K 0.13% 123
2019
Q2 		$1.27M Buy
49,407
+1,215
+3% +$31.3K 0.14% 118
2019
Q1 		$1.2M Sell
48,192
-453
-0.9% -$10.5K 0.15% 120
2018
Q4 		$1.01M Buy
48,645
+756
+2% +$17.4K 0.15% 115
2018
Q3 		$1.18M Sell
47,889
-2,403
-5% -$57.2K 0.18% 107
2018
Q2 		$1.07M Buy
50,292
+19,650
+64% +$405K 0.17% 115
2018
Q1 		$569K Buy
30,642
+7,569
+33% +$141K 0.11% 155
2017
Q4 		$423K Sell
23,073
-60
-0.3% -$1.06K 0.09% 183
2017
Q3 		$418K Sell
23,133
-2,043
-8% -$35.1K 0.1% 178
2017
Q2 		$458K Buy
25,176
+11,463
+84% +$196K 0.11% 165
2017
Q1 		$213K Buy
+13,713
New +$209K 0.06% 235

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

Buckingham Strategic Wealth's CSX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its CSX Corp (CSX) stake by 1.2% in Q2 2024, selling an estimated $29.2K and leaving 70,191 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #220.

Buckingham Strategic Wealth first reported a position in CSX in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.63M in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Buckingham Strategic Wealth held 70,191 shares of CSX Corp worth $2.35M as of Q2 2024.
  • Buckingham Strategic Wealth sold 859 CSX Corp shares in Q2 2024, an estimated $29.2K.
  • CSX Corp made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #220 holding.
  • Buckingham Strategic Wealth first reported a position in CSX Corp in Q1 2017 and has held it in 30 quarters since.
  • Buckingham Strategic Wealth's CSX Corp position peaked at $2.63M in Q1 2024.
  • 1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.