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Wunderlich Capital Managemnt’s CSX Corp CSX Stock Holding History

Wunderlich Capital Managemnt’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
-566
Closed -$21K – 107
2024
Q1 		$21K Hold
566
– – 0.01% 98
2023
Q4 		$19.6K Hold
566
– – 0.01% 97
2023
Q3 		$17.4K Hold
566
– – 0.01% 89
2023
Q2 		$19K Buy
+566
New +$17.9K 0.01% 88
2020
Q1 		– Sell
-4,998
Closed -$121K – 77
2019
Q4 		$121K Buy
+4,998
New +$118K 0.08% 85

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

Wunderlich Capital Managemnt's CSX Position: Q2 2024 in Review

Wunderlich Capital Managemnt sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 566 shares — an estimated $21K sold.

Wunderlich Capital Managemnt first reported a position in CSX in Q4 2019 and held it in 5 quarters. The position peaked at $121K in Q4 2019. 1,659 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • Wunderlich Capital Managemnt reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 566 CSX Corp shares in Q2 2024, an estimated $21K.
  • Wunderlich Capital Managemnt first reported a position in CSX Corp in Q4 2019 and held it in 5 quarters.
  • Wunderlich Capital Managemnt's CSX Corp position peaked at $121K in Q4 2019.
  • 1,659 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.