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Impact Partnership Wealth’s CSX Corp CSX Stock Holding History

Impact Partnership Wealth’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
-2,391
Closed -$73.5K – 883
2023
Q3 		$73.5K Hold
2,391
– – 0.02% 349
2023
Q2 		$81.5K Buy
+2,391
New +$75.6K 0.03% 213

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Partnership Wealth's CSX Position: Q4 2023 in Review

Impact Partnership Wealth sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 2,391 shares — an estimated $73.5K sold.

Impact Partnership Wealth first reported a position in CSX in Q2 2023 and held it in 2 quarters. The position peaked at $81.5K in Q2 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • Impact Partnership Wealth reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,391 CSX Corp shares in Q4 2023, an estimated $73.5K.
  • Impact Partnership Wealth first reported a position in CSX Corp in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's CSX Corp position peaked at $81.5K in Q2 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.