Wealthquest’s CSX Corp CSX Stock Holding History

Wealthquest’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	-5,536	Closed	-$205K	–	125
2024 Q1	$205K	Buy	+5,536	New	+$202K	0.02%	130
2022 Q2	–	Sell	-5,496	Closed	-$206K	–	128
2022 Q1	$206K	Hold	5,496	–	–	0.03%	140
2021 Q4	$206K	Buy	+5,496	New	+$194K	0.03%	140

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

Wealthquest's CSX Position: Q2 2024 in Review

Wealthquest sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 5,536 shares — an estimated $205K sold.

Wealthquest first reported a position in CSX in Q4 2021 and held it in 3 quarters. The position peaked at $206K in Q1 2022. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

Wealthquest reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
Wealthquest sold 5,536 CSX Corp shares in Q2 2024, an estimated $205K.
Wealthquest first reported a position in CSX Corp in Q4 2021 and held it in 3 quarters.
Wealthquest's CSX Corp position peaked at $206K in Q1 2022.
1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Wealthquest's 13F filing for Q2 2024, filed 26 Aug 2024.