LCWP
CSX icon

Legacy Capital Wealth Partners’s CSX Corp CSX Stock Holding History

Legacy Capital 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
Q2 		– Sell
-19,226
Closed -$612K – 315
2024
Q1 		$612K Buy
+19,226
New +$702K 0.44% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Capital Wealth Partners's CSX Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 19,226 shares — an estimated $612K sold.

Legacy Capital Wealth Partners first reported a position in CSX in Q1 2024 and held it in 1 quarter. The position peaked at $612K in Q1 2024. 1,659 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 19,226 CSX Corp shares in Q2 2024, an estimated $612K.
  • Legacy Capital Wealth Partners first reported a position in CSX Corp in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's CSX Corp position peaked at $612K in Q1 2024.
  • 1,659 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.