Global Wealth Management Investment Advisory’s CSX Corp CSX Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-550	Closed	-$19.1K	–	207
2023 Q4	$19.1K	Hold	550	–	–	﹤0.01%	253
2023 Q3	$16.9K	Hold	550	–	–	﹤0.01%	256
2023 Q2	$18.8K	Buy	+550	New	+$17.4K	0.01%	250
2022 Q3	–	Sell	-550	Closed	-$16K	–	217
2022 Q2	$16K	Sell	550 -200	-27%	-$6.52K	0.01%	248
2022 Q1	$28K	Hold	750	–	–	0.01%	233
2021 Q4	$28K	Buy	750 +150	+25%	+$5.29K	0.01%	234
2021 Q3	$18K	Hold	600	–	–	0.01%	267
2021 Q2	$19K	Hold	600	–	–	0.01%	247
2021 Q1	$19K	Hold	600	–	–	0.01%	250
2020 Q4	$18K	Sell	600 -177	-23%	-$5.08K	0.01%	241
2020 Q3	$20K	Hold	777	–	–	0.01%	224
2020 Q2	$18K	Hold	777	–	–	0.01%	279
2020 Q1	$15K	Buy	777 +177	+30%	+$4.13K	0.01%	283
2019 Q4	$14K	Sell	600 -93	-13%	-$2.2K	0.01%	305
2019 Q3	$16K	Hold	693	–	–	0.01%	272
2019 Q2	$18K	Hold	693	–	–	0.01%	287
2019 Q1	$17K	Hold	693	–	–	0.01%	320
2018 Q4	$14K	Buy	+693	New	+$15.9K	0.01%	335

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

Global Wealth Management Investment Advisory's CSX Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 550 shares — an estimated $19.1K sold.

Global Wealth Management Investment Advisory first reported a position in CSX in Q4 2018 and held it in 18 quarters. The position peaked at $28K in Q1 2022. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 550 CSX Corp shares in Q1 2024, an estimated $19.1K.
Global Wealth Management Investment Advisory first reported a position in CSX Corp in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's CSX Corp position peaked at $28K in Q1 2022.
1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.