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Core Wealth Advisors (Florida)’s CSX Corp CSX Stock Holding History

Core Wealth Advisors (Florida)’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
-675
Closed -$20.2K – 247
2023
Q1 		$20.2K Hold
675
– – 0.01% 111
2022
Q4 		$20.9K Hold
675
– – 0.01% 114
2022
Q3 		$18K Hold
675
– – 0.01% 102
2022
Q2 		$20K Buy
+675
New +$22K 0.01% 106

Other funds holding CSX

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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

Core Wealth Advisors (Florida)'s CSX Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 675 shares — an estimated $20.2K sold.

Core Wealth Advisors (Florida) first reported a position in CSX in Q2 2022 and held it in 4 quarters. The position peaked at $20.9K in Q4 2022. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • Core Wealth Advisors (Florida) reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 675 CSX Corp shares in Q2 2023, an estimated $20.2K.
  • Core Wealth Advisors (Florida) first reported a position in CSX Corp in Q2 2022 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s CSX Corp position peaked at $20.9K in Q4 2022.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.