ICA Group Wealth Management’s CSX Corp CSX Stock Holding History

ICA Group Wealth Management’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	$43.8K	Sell	1,309 -23,369	-95%	-$794K	0.03%	258
2024 Q1	$915K	Buy	24,678 +18,052	+272%	+$659K	0.18%	109
2023 Q4	$230K	Sell	6,626 -195	-3%	-$6.21K	0.05%	235
2023 Q3	$210K	Sell	6,821 -263	-4%	-$8.33K	0.06%	221
2023 Q2	$242K	Buy	7,084 +1,778	+34%	+$56.2K	0.06%	201
2023 Q1	$159K	Buy	5,306 +356	+7%	+$10.9K	0.04%	266
2022 Q4	$153K	Buy	+4,950	New	+$149K	0.04%	294
2022 Q2	–	Sell	-7,680	Closed	-$247K	–	385
2022 Q1	$247K	Buy	+7,680	New	+$272K	0.05%	318

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

ICA Group Wealth Management's CSX Position: Q2 2024 in Review

ICA Group Wealth Management reduced its CSX Corp (CSX) stake by 95% in Q2 2024, selling an estimated $794K and leaving 1,309 shares worth $43.8K. The position accounts for 0.03% of the portfolio, ranked #258.

ICA Group Wealth Management first reported a position in CSX in Q1 2022 and has held it in 8 quarters since. The position peaked at $915K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

ICA Group Wealth Management held 1,309 shares of CSX Corp worth $43.8K as of Q2 2024.
ICA Group Wealth Management sold 23,369 CSX Corp shares in Q2 2024, an estimated $794K.
CSX Corp made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #258 holding.
ICA Group Wealth Management first reported a position in CSX Corp in Q1 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's CSX Corp position peaked at $915K in Q1 2024.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.