LFA
CSX icon

Level Financial Advisors’s CSX Corp CSX Stock Holding History

Level Financial 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
2023
Q1 		– Sell
-225
Closed -$7K – 260
2022
Q4 		$7K Hold
225
– – ﹤0.01% 177
2022
Q3 		$6K Hold
225
– – ﹤0.01% 184
2022
Q2 		$7K Hold
225
– – 0.01% 193
2022
Q1 		$8K Hold
225
– – 0.01% 159
2021
Q4 		$8K Buy
+225
New +$7.93K 0.01% 182

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

Level Financial Advisors's CSX Position: Q1 2023 in Review

Level Financial Advisors sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 225 shares — an estimated $7K sold.

Level Financial Advisors first reported a position in CSX in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 1,498 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

  • Level Financial Advisors reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 225 CSX Corp shares in Q1 2023, an estimated $7K.
  • Level Financial Advisors first reported a position in CSX Corp in Q4 2021 and held it in 5 quarters.
  • Level Financial Advisors's CSX Corp position peaked at $8K in Q1 2022.
  • 1,498 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.