Financial Architects (New Jersey)’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-3,600
Closed -$22K 1502
2017
Q3
$22K Buy
+3,600
New +$61.8K ﹤0.01% 934

Other funds holding CSX

Financial Architects (New Jersey)'s CSX Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its CSX Corp (CSX) stake by 2.6% in Q2 2023, selling an estimated $12.5K and leaving 15,062 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #203.

Financial Architects (New Jersey) first reported a position in CSX in Q2 2013 and has held it in 40 quarters since. The position peaked at $826K in Q4 2014. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • Financial Architects (New Jersey) held 15,062 shares of CSX Corp worth $514K as of Q2 2023.
  • Financial Architects (New Jersey) sold 396 CSX Corp shares in Q2 2023, an estimated $12.5K.
  • CSX Corp made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #203 holding.
  • Financial Architects (New Jersey) first reported a position in CSX Corp in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s CSX Corp position peaked at $826K in Q4 2014.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.