LWM
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LongView Wealth Management’s CSX Corp CSX Stock Holding History

LongView 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
-6,584
Closed -$228K – 177
2023
Q4 		$228K Buy
+6,584
New +$210K 0.1% 160

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

LongView Wealth Management's CSX Position: Q1 2024 in Review

LongView Wealth Management sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 6,584 shares — an estimated $228K sold.

LongView Wealth Management first reported a position in CSX in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • LongView Wealth Management reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • LongView Wealth Management sold 6,584 CSX Corp shares in Q1 2024, an estimated $228K.
  • LongView Wealth Management first reported a position in CSX Corp in Q4 2023 and held it in 1 quarter.
  • LongView Wealth Management's CSX Corp position peaked at $228K in Q4 2023.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on LongView Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.