IAG Wealth Partners’s CSX Corp CSX Stock Holding History

IAG Wealth Partners’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
2023 Q4	–	Sell	-99	Closed	-$3.04K	–	435
2023 Q3	$3.04K	Hold	99	–	–	﹤0.01%	382
2023 Q2	$3.38K	Buy	+99	New	+$3.13K	﹤0.01%	393
2022 Q4	–	Sell	-61	Closed	-$2K	–	452
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	394
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	385
2022 Q1	$2K	Buy	+61	New	+$2.16K	﹤0.01%	395

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

IAG Wealth Partners's CSX Position: Q4 2023 in Review

IAG Wealth Partners sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 99 shares — an estimated $3.04K sold.

IAG Wealth Partners first reported a position in CSX in Q1 2022 and held it in 5 quarters. The position peaked at $3.38K in Q2 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

IAG Wealth Partners reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 99 CSX Corp shares in Q4 2023, an estimated $3.04K.
IAG Wealth Partners first reported a position in CSX Corp in Q1 2022 and held it in 5 quarters.
IAG Wealth Partners's CSX Corp position peaked at $3.38K in Q2 2023.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.