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Life Planning Partners’s CSX Corp CSX Stock Holding History

Life Planning 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
-780
Closed -$27K – 99
2023
Q4 		$27K Buy
+780
New +$24.8K 0.03% 123
2022
Q3 		$20.8K Hold
780
– – 0.02% 119
2022
Q2 		$23K Hold
780
– – 0.03% 115
2022
Q1 		$29K Hold
780
– – 0.03% 106
2021
Q4 		$29K Buy
+780
New +$27.5K 0.03% 104

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Life Planning Partners's CSX Position: Q1 2024 in Review

Life Planning Partners sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 780 shares — an estimated $27K sold.

Life Planning Partners first reported a position in CSX in Q4 2021 and held it in 5 quarters. The position peaked at $29K in Q1 2022. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Life Planning Partners reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 780 CSX Corp shares in Q1 2024, an estimated $27K.
  • Life Planning Partners first reported a position in CSX Corp in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's CSX Corp position peaked at $29K in Q1 2022.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.