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WealthPLAN Partners’s CSX Corp CSX Stock Holding History

WealthPLAN Partners’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
-1,200
Closed -$40.9K – 475
2023
Q2 		$40.9K Buy
1,200
+45
+4% +$1.42K 0.01% 546
2023
Q1 		$34.6K Buy
+1,155
New +$35.5K ﹤0.01% 622
2022
Q1 		$205K Hold
5,958
– – 0.01% 368
2021
Q4 		$204K Hold
5,958
– – 0.01% 364
2021
Q3 		$221K Buy
5,958
+69
+1% +$2.21K 0.01% 353
2021
Q2 		$200K Buy
+5,889
New +$194K 0.01% 347
2017
Q2 		– Sell
-300
Closed -$4.71K – 230
2017
Q1 		$4.71K Buy
+300
New +$4.57K 0.02% 352
2016
Q3 		$103K Sell
10,236
-11,280
-52% -$107K 0.03% 232
2016
Q2 		$91.5K Buy
+21,516
New +$187K 0.01% 643
2015
Q4 		$3.89K Buy
+450
New +$4.08K ﹤0.01% 1384

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $14B 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 $60.7B AUM 22.47% 1-Year Est. Return