LIWM
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Long Island Wealth Management’s CSX Corp CSX Stock Holding History

Long Island 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
2024
Q1 		– Sell
-153
Closed -$5K – 144
2023
Q4 		$5K Buy
+153
New +$4.87K ﹤0.01% 263

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

Long Island Wealth Management's CSX Position: Q1 2024 in Review

Long Island Wealth Management sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 153 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in CSX in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Long Island Wealth Management reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 153 CSX Corp shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in CSX Corp in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's CSX Corp position peaked at $5K in Q4 2023.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.