VWA
CSX icon

V Wealth Advisors’s CSX Corp CSX Stock Holding History

V 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 		– Sell
-7,186
Closed -$245K – 161
2023
Q2 		$245K Sell
7,186
-130
-2% -$4.11K 0.04% 323
2023
Q1 		$219K Sell
7,316
-226
-3% -$6.95K 0.04% 343
2022
Q4 		$234K Buy
+7,542
New +$227K 0.05% 311
2022
Q3 		– Sell
-7,118
Closed -$207K – 382
2022
Q2 		$207K Sell
7,118
-165
-2% -$5.38K 0.04% 383
2022
Q1 		$273K Buy
7,283
+183
+3% +$6.47K 0.04% 362
2021
Q4 		$267K Buy
7,100
+7
+0.1% +$247 0.04% 373
2021
Q3 		$211K Buy
7,093
+610
+9% +$19.5K 0.03% 435
2021
Q2 		$204K Buy
6,483
+9
+0.1% +$297 0.03% 450
2021
Q1 		$208K Buy
+6,474
New +$198K 0.04% 401
2019
Q3 		– Sell
-76,509
Closed -$1.98M – 300
2019
Q2 		$1.98M Sell
76,509
-978
-1% -$25.2K 0.75% 31
2019
Q1 		$2.05M Sell
77,487
-14,583
-16% -$338K 0.83% 26
2018
Q4 		$2M Sell
92,070
-3,762
-4% -$86.5K 1.02% 19
2018
Q3 		$2.36M Sell
95,832
-990
-1% -$23.6K 1.09% 17
2018
Q2 		$2.12M Buy
96,822
+71,526
+283% +$1.47M 1.19% 22
2018
Q1 		$465K Sell
25,296
-12
-0% -$224 0.25% 108
2017
Q4 		$473K Buy
25,308
+8,973
+55% +$159K 0.24% 107
2017
Q3 		$280K Sell
16,335
-8,244
-34% -$141K 0.14% 139
2017
Q2 		$444K Buy
+24,579
New +$421K 0.21% 102

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

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

V Wealth Advisors sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 7,186 shares — an estimated $245K sold.

V Wealth Advisors first reported a position in CSX in Q2 2017 and held it in 18 quarters. The position peaked at $2.36M in Q3 2018. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • V Wealth Advisors reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 7,186 CSX Corp shares in Q3 2023, an estimated $245K.
  • V Wealth Advisors first reported a position in CSX Corp in Q2 2017 and held it in 18 quarters.
  • V Wealth Advisors's CSX Corp position peaked at $2.36M in Q3 2018.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.