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Wellington Wealth Strategies’s CSX Corp CSX Stock Holding History

Wellington Wealth Strategies’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
-8,375
Closed -$310K – 80
2024
Q1 		$310K Buy
+8,375
New +$306K 0.14% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Wealth Strategies's CSX Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 8,375 shares — an estimated $310K sold.

Wellington Wealth Strategies first reported a position in CSX in Q1 2024 and held it in 1 quarter. The position peaked at $310K in Q1 2024. 1,659 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 8,375 CSX Corp shares in Q2 2024, an estimated $310K.
  • Wellington Wealth Strategies first reported a position in CSX Corp in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's CSX Corp position peaked at $310K in Q1 2024.
  • 1,659 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.