Atria Wealth Solutions’s CSX Corp CSX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$790K	Sell	24,130 -24,468	-50%	-$736K	0.02%	734
2025 Q1	$1.43M	Sell	48,598 -27,081	-36%	-$860K	0.02%	750
2024 Q4	$2.44M	Buy	75,679 +16,551	+28%	+$568K	0.03%	574
2024 Q3	$2.04M	Sell	59,128 -6,824	-10%	-$232K	0.02%	625
2024 Q2	$2.21M	Sell	65,952 -27,993	-30%	-$951K	0.02%	594
2024 Q1	$3.48M	Buy	93,945 +6,828	+8%	+$249K	0.04%	448
2023 Q4	$3.02M	Buy	87,117 +1,341	+2%	+$42.7K	0.04%	465
2023 Q3	$2.64M	Sell	85,776 -62	-0.1%	-$1.96K	0.04%	471
2023 Q2	$2.93M	Buy	85,838 +9,608	+13%	+$304K	0.04%	445
2023 Q1	$2.28M	Sell	76,230 -12,857	-14%	-$395K	0.03%	502
2022 Q4	$2.76M	Buy	89,087 +7,951	+10%	+$239K	0.04%	405
2022 Q3	$2.16M	Buy	81,136 +25,363	+45%	+$788K	0.04%	456
2022 Q2	$1.62M	Sell	55,773 -12,269	-18%	-$400K	0.03%	509
2022 Q1	$2.55M	Buy	+68,042	New	+$2.41M	0.04%	415

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management

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

T. Rowe Price Associates

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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