CWM
CSX icon

Curi Wealth Management’s CSX Corp CSX Stock Holding History

Curi 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
2022
Q3 		– Sell
-3,887
Closed -$113K – 303
2022
Q2 		$113K Buy
3,887
+14
+0.4% +$456 0.02% 164
2022
Q1 		$145K Buy
3,873
+10
+0.3% +$354 0.03% 131
2021
Q4 		$145K Buy
+3,863
New +$136K 0.03% 125
2021
Q1 		– Sell
-3,801
Closed -$115K – 186
2020
Q4 		$115K Buy
+3,801
New +$109K 0.08% 108

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi Wealth Management's CSX Position: Q3 2022 in Review

Curi Wealth Management sold out of CSX Corp (CSX) in Q3 2022, closing a stake of 3,887 shares — an estimated $113K sold.

Curi Wealth Management first reported a position in CSX in Q4 2020 and held it in 4 quarters. The position peaked at $145K in Q1 2022. 1,440 funds tracked by Wall St. Rank hold CSX as of Q3 2022.

  • Curi Wealth Management reported no remaining CSX Corp position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3,887 CSX Corp shares in Q3 2022, an estimated $113K.
  • Curi Wealth Management first reported a position in CSX Corp in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's CSX Corp position peaked at $145K in Q1 2022.
  • 1,440 funds tracked by Wall St. Rank held CSX Corp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.