Summit Wealth & Retirement Planning’s CSX Corp CSX Stock Holding History

Summit Wealth & Retirement Planning’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	-7,540	Closed	-$201K	–	107
2022 Q3	$201K	Hold	7,540	–	–	0.08%	103
2022 Q2	$219K	Hold	7,540	–	–	0.08%	107
2022 Q1	$282K	Sell	7,540 -1,062	-12%	-$37.6K	0.1%	89
2021 Q4	$323K	Sell	8,602 -2,471	-22%	-$87.1K	0.11%	75
2021 Q3	$329K	Hold	11,073	–	–	0.12%	71
2021 Q2	$355K	Hold	11,073	–	–	0.13%	69
2021 Q1	$356K	Hold	11,073	–	–	0.13%	79
2020 Q4	$335K	Hold	11,073	–	–	0.13%	91
2020 Q3	$287K	Hold	11,073	–	–	0.12%	88
2020 Q2	$257K	Hold	11,073	–	–	0.12%	101
2020 Q1	$211K	Hold	11,073	–	–	0.11%	104
2019 Q4	$267K	Hold	11,073	–	–	0.12%	111
2019 Q3	$256K	Hold	11,073	–	–	0.15%	106
2019 Q2	$286K	Hold	11,073	–	–	0.17%	109
2019 Q1	$276K	Hold	11,073	–	–	0.16%	117
2018 Q4	$229K	Buy	+11,073	New	+$255K	0.17%	103

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CSA

Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return

Summit Wealth & Retirement Planning's CSX Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 7,540 shares — an estimated $201K sold.

Summit Wealth & Retirement Planning first reported a position in CSX in Q4 2018 and held it in 16 quarters. The position peaked at $356K in Q1 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

Summit Wealth & Retirement Planning reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 7,540 CSX Corp shares in Q4 2022, an estimated $201K.
Summit Wealth & Retirement Planning first reported a position in CSX Corp in Q4 2018 and held it in 16 quarters.
Summit Wealth & Retirement Planning's CSX Corp position peaked at $356K in Q1 2021.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.