Monograph Wealth Advisors’s CSX Corp CSX Stock Holding History

Monograph 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
2023 Q4	–	Sell	-27,000	Closed	-$830K	–	115
2023 Q3	$830K	Buy	+27,000	New	+$855K	0.16%	52

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Monograph Wealth Advisors's CSX Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 27,000 shares — an estimated $830K sold.

Monograph Wealth Advisors first reported a position in CSX in Q3 2023 and held it in 1 quarter. The position peaked at $830K in Q3 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

Monograph Wealth Advisors reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 27,000 CSX Corp shares in Q4 2023, an estimated $830K.
Monograph Wealth Advisors first reported a position in CSX Corp in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's CSX Corp position peaked at $830K in Q3 2023.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.