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Buckley Wealth Management’s CSX Corp CSX Stock Holding History

Buckley 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
Q3 		– Sell
-6,848
Closed -$234K – 109
2023
Q2 		$234K Buy
+6,848
New +$217K 0.08% 117
2018
Q3 		– Sell
-24,072
Closed -$512K – 156
2018
Q2 		$512K Hold
24,072
– – 0.24% 91
2018
Q1 		$447K Hold
24,072
– – 0.22% 100
2017
Q4 		$441K Buy
+24,072
New +$426K 0.22% 104

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Buckley Wealth Management's CSX Position: Q3 2023 in Review

Buckley Wealth Management sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 6,848 shares — an estimated $234K sold.

Buckley Wealth Management first reported a position in CSX in Q4 2017 and held it in 4 quarters. The position peaked at $512K in Q2 2018. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Buckley Wealth Management reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 6,848 CSX Corp shares in Q3 2023, an estimated $234K.
  • Buckley Wealth Management first reported a position in CSX Corp in Q4 2017 and held it in 4 quarters.
  • Buckley Wealth Management's CSX Corp position peaked at $512K in Q2 2018.
  • 1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.