Geller Advisors’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-8,027
Closed -$278K 276
2023
Q4
$278K Buy
8,027
+4
+0% +$127 0.03% 212
2023
Q3
$247K Buy
8,023
+12
+0.1% +$380 0.03% 217
2023
Q2
$273K Buy
+8,011
New +$253K 0.03% 200

Other funds holding CSX

Geller Advisors's CSX Position: Q1 2024 in Review

Geller Advisors sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 8,027 shares — an estimated $278K sold.

Geller Advisors first reported a position in CSX in Q2 2023 and held it in 3 quarters. The position peaked at $278K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Geller Advisors reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Geller Advisors sold 8,027 CSX Corp shares in Q1 2024, an estimated $278K.
  • Geller Advisors first reported a position in CSX Corp in Q2 2023 and held it in 3 quarters.
  • Geller Advisors's CSX Corp position peaked at $278K in Q4 2023.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Geller Advisors's 13F filing for Q1 2024, filed 14 May 2024.