Meridian Wealth Advisors’s CSX Corp CSX Stock Holding History

Meridian Wealth 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
2024 Q3	–	Sell	-7,500	Closed	-$251K	–	179
2024 Q2	$251K	Hold	7,500	–	–	0.04%	155
2024 Q1	$278K	Hold	7,500	–	–	0.05%	153
2023 Q4	$260K	Sell	7,500 -200	-3%	-$6.37K	0.06%	156
2023 Q3	$237K	Buy	7,700 +200	+3%	+$6.34K	0.06%	160
2023 Q2	$256K	Hold	7,500	–	–	0.06%	155
2023 Q1	$225K	Hold	7,500	–	–	0.06%	171
2022 Q4	$232K	Hold	7,500	–	–	0.06%	173
2022 Q3	$200K	Hold	7,500	–	–	0.06%	177
2022 Q2	$218K	Sell	7,500 -390	-5%	-$12.7K	0.06%	178
2022 Q1	$295K	Hold	7,890	–	–	0.07%	170
2021 Q4	$297K	Sell	7,890 -69	-0.9%	-$2.43K	0.07%	162
2021 Q3	$237K	Hold	7,959	–	–	0.07%	176
2021 Q2	$255K	Buy	7,959 +459	+6%	+$15.1K	0.07%	169
2021 Q1	$241K	Hold	7,500	–	–	0.08%	156
2020 Q4	$227K	Sell	7,500 -105	-1%	-$3.02K	0.08%	159
2020 Q3	$197K	Sell	7,605 -2,091	-22%	-$51.6K	0.08%	155
2020 Q2	$225K	Buy	+9,696	New	+$214K	0.1%	149
2019 Q1	–	Sell	-7,500	Closed	-$155K	–	183
2018 Q4	$155K	Buy	+7,500	New	+$173K	0.12%	135

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Meridian Wealth Advisors's CSX Position: Q3 2024 in Review

Meridian Wealth Advisors sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 7,500 shares — an estimated $251K sold.

Meridian Wealth Advisors first reported a position in CSX in Q4 2018 and held it in 18 quarters. The position peaked at $297K in Q4 2021. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

Meridian Wealth Advisors reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
Meridian Wealth Advisors sold 7,500 CSX Corp shares in Q3 2024, an estimated $251K.
Meridian Wealth Advisors first reported a position in CSX Corp in Q4 2018 and held it in 18 quarters.
Meridian Wealth Advisors's CSX Corp position peaked at $297K in Q4 2021.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Meridian Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.