Clearview Wealth Advisors’s CSX Corp CSX Stock Holding History

Clearview Wealth Advisors’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	-632	Closed	-$21.6K	–	223
2023 Q2	$21.6K	Buy	632 +1	+0.2%	+$32	0.02%	271
2023 Q1	$18.9K	Buy	631 +1	+0.2%	+$31	0.02%	282
2022 Q4	$19.5K	Buy	630 +1	+0.2%	+$30	0.02%	256
2022 Q3	$17K	Sell	629 -19	-3%	-$591	0.01%	272
2022 Q2	$19K	Buy	648 +2	+0.3%	+$65	0.01%	280
2022 Q1	$24K	Sell	646 -42	-6%	-$1.49K	0.02%	273
2021 Q4	$26K	Sell	688 -425	-38%	-$15K	0.02%	299
2021 Q3	$33K	Buy	1,113 +2	+0.2%	+$64	0.02%	277
2021 Q2	$36K	Buy	1,111 +4	+0.4%	+$132	0.02%	277
2021 Q1	$36K	Hold	1,107	–	–	0.02%	265
2020 Q4	$33K	Buy	+1,107	New	+$31.8K	0.02%	239

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

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

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

SCP

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Clearview Wealth Advisors's CSX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 632 shares — an estimated $21.6K sold.

Clearview Wealth Advisors first reported a position in CSX in Q4 2020 and held it in 11 quarters. The position peaked at $36K in Q2 2021. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Clearview Wealth Advisors reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 632 CSX Corp shares in Q3 2023, an estimated $21.6K.
Clearview Wealth Advisors first reported a position in CSX Corp in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's CSX Corp position peaked at $36K in Q2 2021.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.