JWWM
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Johnson & White Wealth Management’s CSX Corp CSX Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-1,861
Closed -$647K – 89
2022
Q4 		$647K Buy
+1,861
New +$56K 0.65% 40

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Johnson & White Wealth Management's CSX Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 1,861 shares — an estimated $647K sold.

Johnson & White Wealth Management first reported a position in CSX in Q4 2022 and held it in 1 quarter. The position peaked at $647K in Q4 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 1,861 CSX Corp shares in Q1 2023, an estimated $647K.
  • Johnson & White Wealth Management first reported a position in CSX Corp in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's CSX Corp position peaked at $647K in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.