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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 – 229
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

WealthPLAN Partners's CSX Position: Q3 2023 in Review

WealthPLAN Partners sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 1,200 shares — an estimated $40.9K sold.

WealthPLAN Partners first reported a position in CSX in Q4 2015 and held it in 10 quarters. The position peaked at $221K in Q3 2021. 1,542 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • WealthPLAN Partners reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,200 CSX Corp shares in Q3 2023, an estimated $40.9K.
  • WealthPLAN Partners first reported a position in CSX Corp in Q4 2015 and held it in 10 quarters.
  • WealthPLAN Partners's CSX Corp position peaked at $221K in Q3 2021.
  • 1,542 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.