Planning Alternatives’s CSX Corp CSX Stock Holding History

Planning Alternatives’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 Q1	–	Sell	-6,684	Closed	-$207K	–	48
2022 Q4	$207K	Buy	+6,684	New	+$201K	0.04%	44

Other funds holding CSX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Planning Alternatives's CSX Position: Q1 2023 in Review

Planning Alternatives sold out of CSX Corp (CSX) in Q1 2023, closing a stake of 6,684 shares — an estimated $207K sold.

Planning Alternatives first reported a position in CSX in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 1,500 funds tracked by Wall St. Rank hold CSX as of Q1 2023.

Planning Alternatives reported no remaining CSX Corp position as of Q1 2023 after selling out during the quarter.
Planning Alternatives sold 6,684 CSX Corp shares in Q1 2023, an estimated $207K.
Planning Alternatives first reported a position in CSX Corp in Q4 2022 and held it in 1 quarter.
Planning Alternatives's CSX Corp position peaked at $207K in Q4 2022.
1,500 funds tracked by Wall St. Rank held CSX Corp as of Q1 2023.

Based on Planning Alternatives's 13F filing for Q1 2023, filed 4 May 2023.