IVC Wealth Advisors’s CSX Corp CSX Stock Holding History

IVC Wealth Advisors’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 Q3	–	Sell	-7,335	Closed	-$245K	–	165
2024 Q2	$245K	Sell	7,335 -184	-2%	-$6.25K	0.14%	142
2024 Q1	$279K	Hold	7,519	–	–	0.16%	130
2023 Q4	$261K	Sell	7,519 -1,500	-17%	-$47.8K	0.16%	124
2023 Q3	$277K	Hold	9,019	–	–	0.19%	114
2023 Q2	$308K	Sell	9,019 -1,650	-15%	-$52.2K	0.19%	111
2023 Q1	$319K	Sell	10,669 -3,210	-23%	-$98.7K	0.23%	103
2022 Q4	$430K	Hold	13,879	–	–	0.32%	82
2022 Q3	$370K	Hold	13,879	–	–	0.3%	82
2022 Q2	$403K	Hold	13,879	–	–	0.31%	81
2022 Q1	$520K	Hold	13,879	–	–	0.34%	71
2021 Q4	$522K	Sell	13,879 -1,290	-9%	-$45.5K	0.34%	77
2021 Q3	$451K	Sell	15,169 -2,900	-16%	-$92.9K	0.31%	82
2021 Q2	$580K	Sell	18,069 -1,500	-8%	-$49.5K	0.41%	69
2021 Q1	$629K	Sell	19,569 -3,375	-15%	-$103K	0.5%	59
2020 Q4	$694K	Buy	+22,944	New	+$659K	0.66%	44

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

IVC Wealth Advisors's CSX Position: Q3 2024 in Review

IVC Wealth Advisors sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 7,335 shares — an estimated $245K sold.

IVC Wealth Advisors first reported a position in CSX in Q4 2020 and held it in 15 quarters. The position peaked at $694K in Q4 2020. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

IVC Wealth Advisors reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
IVC Wealth Advisors sold 7,335 CSX Corp shares in Q3 2024, an estimated $245K.
IVC Wealth Advisors first reported a position in CSX Corp in Q4 2020 and held it in 15 quarters.
IVC Wealth Advisors's CSX Corp position peaked at $694K in Q4 2020.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.