Wagner Wealth Management (South Carolina)’s CSX Corp CSX Stock Holding History

Wagner Wealth Management (South Carolina)’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	-1,397	Closed	-$37K	–	333
2022 Q3	$37K	Hold	1,397	–	–	0.03%	237
2022 Q2	$41K	Buy	+1,397	New	+$45.5K	0.03%	227
2022 Q1	–	Sell	-3,023	Closed	-$114K	–	302
2021 Q4	$114K	Buy	3,023 +4	+0.1%	+$141	0.09%	170
2021 Q3	$109K	Buy	3,019 +5	+0.2%	+$160	0.09%	165
2021 Q2	$97K	Buy	3,014 +1,355	+82%	+$44.7K	0.07%	191
2021 Q1	$53K	Buy	+1,659	New	+$50.6K	0.04%	221

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 $259M AUM 31.6% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CSX Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of CSX Corp (CSX) in Q4 2022, closing a stake of 1,397 shares — an estimated $37K sold.

Wagner Wealth Management (South Carolina) first reported a position in CSX in Q1 2021 and held it in 6 quarters. The position peaked at $114K in Q4 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining CSX Corp position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,397 CSX Corp shares in Q4 2022, an estimated $37K.
Wagner Wealth Management (South Carolina) first reported a position in CSX Corp in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s CSX Corp position peaked at $114K in Q4 2021.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.