Xcel Wealth Management’s CSX Corp CSX Stock Holding History

Xcel Wealth Management’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	-6,488	Closed	-$221K	–	111
2023 Q2	$221K	Buy	+6,488	New	+$205K	0.07%	123
2023 Q1	–	Sell	-6,491	Closed	-$201K	–	131
2022 Q4	$201K	Buy	+6,491	New	+$195K	0.08%	127
2022 Q2	–	Sell	-6,493	Closed	-$243K	–	126
2022 Q1	$243K	Buy	6,493 +2	+0%	+$71	0.07%	127
2021 Q4	$244K	Buy	+6,491	New	+$229K	0.06%	134
2021 Q3	–	Sell	-6,339	Closed	-$203K	–	138
2021 Q2	$203K	Hold	6,339	–	–	0.06%	140
2021 Q1	$204K	Buy	+6,339	New	+$193K	0.07%	128

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Xcel Wealth Management's CSX Position: Q3 2023 in Review

Xcel Wealth Management sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 6,488 shares — an estimated $221K sold.

Xcel Wealth Management first reported a position in CSX in Q1 2021 and held it in 6 quarters. The position peaked at $244K in Q4 2021. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Xcel Wealth Management reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 6,488 CSX Corp shares in Q3 2023, an estimated $221K.
Xcel Wealth Management first reported a position in CSX Corp in Q1 2021 and held it in 6 quarters.
Xcel Wealth Management's CSX Corp position peaked at $244K in Q4 2021.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.