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Sutton Wealth Advisors’s CSX Corp CSX Stock Holding History

Sutton 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
Q3 		$81.5K Buy
2,652
+134
+5% +$4.25K 0.04% 187
2023
Q2 		$85.9K Buy
2,518
+585
+30% +$18.5K 0.04% 181
2023
Q1 		$57.9K Hold
1,933
– – 0.03% 192
2022
Q4 		$59.9K Sell
1,933
-315
-14% -$9.47K 0.02% 341
2022
Q3 		$59.9K Buy
2,248
+202
+10% +$6.28K 0.02% 341
2022
Q2 		$59.5K Buy
2,046
+20
+1% +$652 0.02% 340
2022
Q1 		$75.9K Sell
2,026
-58
-3% -$2.05K 0.03% 303
2021
Q4 		$78.4K Sell
2,084
-197
-9% -$6.95K 0.03% 306
2021
Q3 		$67.8K Buy
2,281
+13
+0.6% +$416 0.03% 320
2021
Q2 		$72.8K Hold
2,268
– – 0.03% 305
2021
Q1 		$72.9K Sell
2,268
-69
-3% -$2.11K 0.03% 295
2020
Q4 		$70.7K Buy
2,337
+69
+3% +$1.98K 0.03% 278
2020
Q3 		$58.7K Hold
2,268
– – 0.03% 274
2020
Q2 		$52.7K Sell
2,268
-216
-9% -$4.78K 0.03% 291
2020
Q1 		$47.4K Buy
2,484
+132
+6% +$3.08K 0.03% 280
2019
Q4 		$56.7K Hold
2,352
– – 0.03% 285
2019
Q3 		$54.3K Sell
2,352
-57
-2% -$1.33K 0.03% 281
2019
Q2 		$62.1K Buy
2,409
+150
+7% +$3.87K 0.04% 260
2019
Q1 		$56.3K Sell
2,259
-123
-5% -$2.85K 0.03% 267
2018
Q4 		$49.3K Hold
2,382
– – 0.03% 275
2018
Q3 		$58.8K Hold
2,382
– – 0.04% 258
2018
Q2 		$50.6K Hold
2,382
– – 0.04% 281
2018
Q1 		$44.2K Buy
2,382
+48
+2% +$897 0.03% 304
2017
Q4 		$42.8K Sell
2,334
-297
-11% -$5.26K 0.03% 314
2017
Q3 		$47.6K Sell
2,631
-6
-0.2% -$103 0.04% 280
2017
Q2 		$48K Buy
2,637
+120
+5% +$2.06K 0.04% 269
2017
Q1 		$39.1K Buy
2,517
+195
+8% +$2.97K 0.03% 304
2016
Q4 		$27.8K Hold
2,322
– – 0.02% 389
2016
Q3 		$23.6K Hold
2,322
– – 0.02% 419
2016
Q2 		$20.2K Hold
2,322
– – 0.02% 444
2016
Q1 		$19.9K Buy
+2,322
New +$18.8K 0.02% 441

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sutton Wealth Advisors's CSX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its CSX Corp (CSX) stake by 5.3% in Q3 2023, buying an estimated $4.25K and bringing the position to 2,652 shares worth $81.5K. The position accounts for 0.04% of the portfolio, ranked #187.

Sutton Wealth Advisors first reported a position in CSX in Q1 2016 and has held it in 31 quarters since. The position peaked at $85.9K in Q2 2023. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • Sutton Wealth Advisors held 2,652 shares of CSX Corp worth $81.5K as of Q3 2023.
  • Sutton Wealth Advisors bought 134 CSX Corp shares in Q3 2023, an estimated $4.25K.
  • CSX Corp made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #187 holding.
  • Sutton Wealth Advisors first reported a position in CSX Corp in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's CSX Corp position peaked at $85.9K in Q2 2023.
  • 1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.