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Merriman Wealth Management’s CSX Corp CSX Stock Holding History

Merriman 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
2022
Q4 		– Sell
-12,798
Closed -$341K – 212
2022
Q3 		$341K Buy
+12,798
New +$398K 0.02% 122

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Merriman Wealth Management's CSX Position: Q4 2022 in Review

Merriman Wealth Management sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 12,798 shares — an estimated $341K sold.

Merriman Wealth Management first reported a position in CSX in Q3 2022 and held it in 1 quarter. The position peaked at $341K in Q3 2022. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

  • Merriman Wealth Management reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 12,798 CSX Corp shares in Q4 2022, an estimated $341K.
  • Merriman Wealth Management first reported a position in CSX Corp in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's CSX Corp position peaked at $341K in Q3 2022.
  • 1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.