Financial Advisory Group’s CSX Corp CSX Stock Holding History

Financial Advisory Group’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 Q1	$222K	Buy	5,990 +8	+0.1%	+$292	0.04%	85
2023 Q4	$207K	Buy	+5,982	New	+$191K	0.04%	82
2023 Q3	–	Sell	-5,867	Closed	-$200K	–	83
2023 Q2	$200K	Buy	+5,867	New	+$186K	0.04%	88
2022 Q2	–	Sell	-5,929	Closed	-$222K	–	92
2022 Q1	$222K	Buy	5,929 +106	+2%	+$3.75K	0.04%	90
2021 Q4	$219K	Buy	+5,823	New	+$205K	0.04%	91

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

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

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

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

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

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

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

SCP

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

Financial Advisory Group's CSX Position: Q1 2024 in Review

Financial Advisory Group increased its CSX Corp (CSX) stake by 0.13% in Q1 2024, buying an estimated $292 and bringing the position to 5,990 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #85.

Financial Advisory Group first reported a position in CSX in Q4 2021 and has held it in 5 quarters since. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

Financial Advisory Group held 5,990 shares of CSX Corp worth $222K as of Q1 2024.
Financial Advisory Group bought 8 CSX Corp shares in Q1 2024, an estimated $292.
CSX Corp made up 0.04% of Financial Advisory Group's portfolio in Q1 2024, its #85 holding.
Financial Advisory Group first reported a position in CSX Corp in Q4 2021 and has held it in 5 quarters since.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.