Family Wealth Partners’s CSX Corp CSX Stock Holding History

Family Wealth Partners’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	–	Sell	-8,009	Closed	-$297K	–	42
2024 Q1	$297K	Buy	+8,009	New	+$292K	0.17%	39

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Family Wealth Partners's CSX Position: Q2 2024 in Review

Family Wealth Partners sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 8,009 shares — an estimated $297K sold.

Family Wealth Partners first reported a position in CSX in Q1 2024 and held it in 1 quarter. The position peaked at $297K in Q1 2024. 1,659 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Family Wealth Partners reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Family Wealth Partners sold 8,009 CSX Corp shares in Q2 2024, an estimated $297K.
Family Wealth Partners first reported a position in CSX Corp in Q1 2024 and held it in 1 quarter.
Family Wealth Partners's CSX Corp position peaked at $297K in Q1 2024.
1,659 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Family Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.