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Strategic Financial Concepts’s CSX Corp CSX Stock Holding History

Strategic Financial Concepts’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
-97,752
Closed -$44K – 334
2024
Q2 		$44K Buy
+97,752
New +$3.32M 0.03% 255

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Strategic Financial Concepts's CSX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 97,752 shares — an estimated $44K sold.

Strategic Financial Concepts first reported a position in CSX in Q2 2024 and held it in 1 quarter. The position peaked at $44K in Q2 2024. 1,666 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 97,752 CSX Corp shares in Q3 2024, an estimated $44K.
  • Strategic Financial Concepts first reported a position in CSX Corp in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's CSX Corp position peaked at $44K in Q2 2024.
  • 1,666 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.