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Wealth Enhancement & Preservation of GA’s CSX Corp CSX Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$810K Buy
23,764
+1,255
+6% +$39.7K 0.78% 19
2023
Q1 		$674K Buy
22,509
+2,526
+13% +$77.7K 0.81% 28
2022
Q4 		$619K Buy
19,983
+5,826
+41% +$175K 1.01% 27
2022
Q3 		$377K Sell
14,157
-22,406
-61% -$696K 0.61% 43
2022
Q2 		$1.07M Sell
36,563
-1,727
-5% -$56.3K 1.13% 33
2022
Q1 		$1.43M Buy
38,290
+1,393
+4% +$49.3K 1.11% 23
2021
Q4 		$1.39M Buy
36,897
+629
+2% +$22.2K 0.94% 25
2021
Q3 		$1.08M Buy
36,268
+2,775
+8% +$88.9K 0.83% 36
2021
Q2 		$1.07M Buy
33,493
+1,267
+4% +$41.8K 0.79% 35
2021
Q1 		$1.05M Buy
32,226
+171
+0.5% +$5.22K 0.81% 30
2020
Q4 		$970K Buy
32,055
+495
+2% +$14.2K 0.84% 30
2020
Q3 		$816K Buy
31,560
+7,827
+33% +$193K 0.84% 25
2020
Q2 		$537K Sell
23,733
-11,907
-33% -$263K 0.67% 26
2020
Q1 		$654K Sell
35,640
-35,208
-50% -$822K 0.62% 29
2019
Q4 		$1.72M Buy
+70,848
New +$1.68M 0.88% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's CSX Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its CSX Corp (CSX) stake by 5.6% in Q2 2023, buying an estimated $39.7K and bringing the position to 23,764 shares worth $810K. The position accounts for 0.78% of the portfolio, ranked #19.

Wealth Enhancement & Preservation of GA first reported a position in CSX in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2019. 1,579 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 23,764 shares of CSX Corp worth $810K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 1,255 CSX Corp shares in Q2 2023, an estimated $39.7K.
  • CSX Corp made up 0.78% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #19 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in CSX Corp in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's CSX Corp position peaked at $1.72M in Q4 2019.
  • 1,579 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.