Tradition Wealth Management’s CSX Corp CSX Stock Holding History

Tradition Wealth Management’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 Q2	–	Sell	-5,749	Closed	-$213K	–	407
2024 Q1	$213K	Sell	5,749 -7	-0.1%	-$255	0.02%	364
2023 Q4	$200K	Sell	5,756 -113	-2%	-$3.6K	0.02%	324
2023 Q3	$180K	Sell	5,869 -61	-1%	-$1.93K	0.02%	321
2023 Q2	$202K	Buy	5,930 +196	+3%	+$6.2K	0.02%	308
2023 Q1	$172K	Buy	5,734 +1,814	+46%	+$55.8K	0.02%	324
2022 Q4	$121K	Buy	3,920 +5	+0.1%	+$150	0.02%	335
2022 Q3	$104K	Buy	3,915 +15	+0.4%	+$466	0.02%	357
2022 Q2	$113K	Hold	3,900	–	–	0.02%	338
2022 Q1	$146K	Sell	3,900 -750	-16%	-$26.5K	0.02%	333
2021 Q4	$175K	Hold	4,650	–	–	0.02%	319
2021 Q3	$138K	Hold	4,650	–	–	0.02%	323
2021 Q2	$149K	Hold	4,650	–	–	0.02%	328
2021 Q1	$149K	Hold	4,650	–	–	0.03%	276
2020 Q4	$141K	Buy	+4,650	New	+$134K	0.03%	264

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Tradition Wealth Management's CSX Position: Q2 2024 in Review

Tradition Wealth Management sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 5,749 shares — an estimated $213K sold.

Tradition Wealth Management first reported a position in CSX in Q4 2020 and held it in 14 quarters. The position peaked at $213K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Tradition Wealth Management reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Tradition Wealth Management sold 5,749 CSX Corp shares in Q2 2024, an estimated $213K.
Tradition Wealth Management first reported a position in CSX Corp in Q4 2020 and held it in 14 quarters.
Tradition Wealth Management's CSX Corp position peaked at $213K in Q1 2024.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Tradition Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.