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WealthSource Partners’s CSX Corp CSX Stock Holding History

WealthSource 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
Q2 		– Sell
-22,223
Closed -$665K – 504
2023
Q1 		$665K Buy
22,223
+179
+0.8% +$5.5K 0.05% 248
2022
Q4 		$683K Buy
22,044
+2,044
+10% +$61.5K 0.05% 248
2022
Q3 		$533K Buy
20,000
+3,667
+22% +$114K 0.04% 292
2022
Q2 		$475K Buy
16,333
+4,469
+38% +$146K 0.03% 313
2022
Q1 		$444K Buy
11,864
+861
+8% +$30.5K 0.03% 367
2021
Q4 		$414K Buy
11,003
+910
+9% +$32.1K 0.03% 349
2021
Q3 		$300K Buy
10,093
+3,567
+55% +$114K 0.03% 398
2021
Q2 		$209K Buy
+6,526
New +$215K 0.02% 438

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

WealthSource Partners's CSX Position: Q2 2023 in Review

WealthSource Partners sold out of CSX Corp (CSX) in Q2 2023, closing a stake of 22,223 shares — an estimated $665K sold.

WealthSource Partners first reported a position in CSX in Q2 2021 and held it in 8 quarters. The position peaked at $683K in Q4 2022. 1,578 funds tracked by Wall St. Rank hold CSX as of Q2 2023.

  • WealthSource Partners reported no remaining CSX Corp position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 22,223 CSX Corp shares in Q2 2023, an estimated $665K.
  • WealthSource Partners first reported a position in CSX Corp in Q2 2021 and held it in 8 quarters.
  • WealthSource Partners's CSX Corp position peaked at $683K in Q4 2022.
  • 1,578 funds tracked by Wall St. Rank held CSX Corp as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.