Financial Synergies Wealth Advisors’s CSX Corp CSX Stock Holding History

Financial Synergies Wealth Advisors’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	-788	Closed	-$29.2K	–	151
2024 Q1	$29.2K	Buy	+788	New	+$28.8K	﹤0.01%	162
2023 Q4	–	Sell	-782	Closed	-$24.1K	–	483
2023 Q3	$24.1K	Sell	782 -35	-4%	-$1.11K	﹤0.01%	159
2023 Q2	$27.8K	Buy	+817	New	+$25.8K	﹤0.01%	142
2022 Q4	–	Sell	-28	Closed	-$746	–	472
2022 Q3	$746	Hold	28	–	–	﹤0.01%	334
2022 Q2	$814	Buy	+28	New	+$913	﹤0.01%	331

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

Financial Synergies Wealth Advisors's CSX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 788 shares — an estimated $29.2K sold.

Financial Synergies Wealth Advisors first reported a position in CSX in Q2 2022 and held it in 5 quarters. The position peaked at $29.2K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 788 CSX Corp shares in Q2 2024, an estimated $29.2K.
Financial Synergies Wealth Advisors first reported a position in CSX Corp in Q2 2022 and held it in 5 quarters.
Financial Synergies Wealth Advisors's CSX Corp position peaked at $29.2K in Q1 2024.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.