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StrategIQ Financial Group’s CSX Corp CSX Stock Holding History

StrategIQ Financial Group’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 		$242K Buy
6,994
+2
+0% +$64 0.03% 283
2023
Q3 		$215K Buy
6,992
+7
+0.1% +$222 0.02% 289
2023
Q2 		$238K Buy
+6,985
New +$221K 0.03% 279
2023
Q1 		– Sell
-6,668
Closed -$207K – 288
2022
Q4 		$207K Buy
+6,668
New +$201K 0.02% 272
2022
Q2 		– Sell
-6,468
Closed -$242K – 285
2022
Q1 		$242K Hold
6,468
– – 0.03% 273
2021
Q4 		$243K Buy
+6,468
New +$228K 0.02% 269

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

StrategIQ Financial Group's CSX Position: Q4 2023 in Review

StrategIQ Financial Group increased its CSX Corp (CSX) stake by 0.03% in Q4 2023, buying an estimated $64 and bringing the position to 6,994 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #283.

StrategIQ Financial Group first reported a position in CSX in Q4 2021 and has held it in 6 quarters since. The position peaked at $243K in Q4 2021. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • StrategIQ Financial Group held 6,994 shares of CSX Corp worth $242K as of Q4 2023.
  • StrategIQ Financial Group bought 2 CSX Corp shares in Q4 2023, an estimated $64.
  • CSX Corp made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #283 holding.
  • StrategIQ Financial Group first reported a position in CSX Corp in Q4 2021 and has held it in 6 quarters since.
  • StrategIQ Financial Group's CSX Corp position peaked at $243K in Q4 2021.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.