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Invenio Wealth Partners’s CSX Corp CSX Stock Holding History

Invenio 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
2024
Q1 		– Sell
-8,625
Closed -$299K – 99
2023
Q4 		$299K Sell
8,625
-720
-8% -$22.9K 0.22% 69
2023
Q3 		$287K Buy
9,345
+967
+12% +$30.6K 0.26% 65
2023
Q2 		$286K Buy
+8,378
New +$265K 0.32% 57

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Invenio Wealth Partners's CSX Position: Q1 2024 in Review

Invenio Wealth Partners sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 8,625 shares — an estimated $299K sold.

Invenio Wealth Partners first reported a position in CSX in Q2 2023 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 1,693 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Invenio Wealth Partners reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 8,625 CSX Corp shares in Q1 2024, an estimated $299K.
  • Invenio Wealth Partners first reported a position in CSX Corp in Q2 2023 and held it in 3 quarters.
  • Invenio Wealth Partners's CSX Corp position peaked at $299K in Q4 2023.
  • 1,693 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Invenio Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.