Warren Street Wealth Advisors’s CSX Corp CSX Stock Holding History

Warren Street 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
2024 Q2	–	Sell	-8,918	Closed	-$331K	–	99
2024 Q1	$331K	Buy	8,918 +129	+1%	+$4.71K	0.16%	70
2023 Q4	$305K	Buy	8,789 +249	+3%	+$7.93K	0.17%	67
2023 Q3	$263K	Sell	8,540 -145	-2%	-$4.59K	0.17%	69
2023 Q2	$296K	Buy	+8,685	New	+$275K	0.2%	60
2023 Q1	–	Sell	-6,494	Closed	-$201K	–	76
2022 Q4	$201K	Buy	+6,494	New	+$195K	0.16%	65
2022 Q2	–	Sell	-6,294	Closed	-$236K	–	57
2022 Q1	$236K	Buy	6,294 +536	+9%	+$19K	0.21%	48
2021 Q4	$217K	Buy	+5,758	New	+$203K	0.2%	50

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

Warren Street Wealth Advisors's CSX Position: Q2 2024 in Review

Warren Street Wealth Advisors sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 8,918 shares — an estimated $331K sold.

Warren Street Wealth Advisors first reported a position in CSX in Q4 2021 and held it in 7 quarters. The position peaked at $331K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Warren Street Wealth Advisors reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Warren Street Wealth Advisors sold 8,918 CSX Corp shares in Q2 2024, an estimated $331K.
Warren Street Wealth Advisors first reported a position in CSX Corp in Q4 2021 and held it in 7 quarters.
Warren Street Wealth Advisors's CSX Corp position peaked at $331K in Q1 2024.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.