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Baldwin Wealth Partners’s CSX Corp CSX Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-1,928
Closed -$66.6K – 408
2024
Q3 		$66.6K Buy
1,928
+123
+7% +$4.17K ﹤0.01% 485
2024
Q2 		$60.4K Buy
1,805
+65
+4% +$2.21K ﹤0.01% 320
2024
Q1 		$64.5K Hold
1,740
– – ﹤0.01% 333
2023
Q4 		$60.3K Sell
1,740
-375
-18% -$11.9K ﹤0.01% 358
2023
Q3 		$65K Hold
2,115
– – 0.01% 357
2023
Q2 		$72.1K Sell
2,115
-153
-7% -$4.84K 0.01% 363
2023
Q1 		$67.9K Hold
2,268
– – 0.01% 373
2022
Q4 		$70.3K Buy
2,268
+528
+30% +$15.9K 0.01% 360
2022
Q3 		$46K Hold
1,740
– – 0.01% 342
2022
Q2 		$51K Hold
1,740
– – 0.01% 354
2022
Q1 		$65K Hold
1,740
– – 0.01% 333
2021
Q4 		$65K Buy
1,740
+585
+51% +$20.6K 0.01% 319
2021
Q3 		$34K Hold
1,155
– – ﹤0.01% 391
2021
Q2 		$37K Hold
1,155
– – ﹤0.01% 390
2021
Q1 		$37K Hold
1,155
– – ﹤0.01% 376
2020
Q4 		$35K Hold
1,155
– – ﹤0.01% 350
2020
Q3 		$30K Buy
1,155
+897
+348% +$22.1K ﹤0.01% 348
2020
Q2 		$6K Sell
258
-207
-45% -$4.58K ﹤0.01% 461
2020
Q1 		$9K Sell
465
-432
-48% -$10.1K ﹤0.01% 431
2019
Q4 		$22K Hold
897
– – ﹤0.01% 402
2019
Q3 		$21K Hold
897
– – ﹤0.01% 401
2019
Q2 		$23K Hold
897
– – ﹤0.01% 383
2019
Q1 		$22K Hold
897
– – ﹤0.01% 385
2018
Q4 		$19K Hold
897
– – ﹤0.01% 386
2018
Q3 		$22K Hold
897
– – ﹤0.01% 395
2018
Q2 		$19K Hold
897
– – ﹤0.01% 404
2018
Q1 		$17K Hold
897
– – ﹤0.01% 397
2017
Q4 		$16K Sell
897
-2,043
-69% -$36.2K ﹤0.01% 394
2017
Q3 		$53K Buy
2,940
+243
+9% +$4.17K 0.01% 285
2017
Q2 		$49K Hold
2,697
– – 0.01% 299
2017
Q1 		$42K Hold
2,697
– – 0.01% 303
2016
Q4 		$32K Sell
2,697
-450
-14% -$5.04K 0.01% 329
2016
Q3 		$32K Sell
3,147
-600
-16% -$5.67K 0.01% 337
2016
Q2 		$33K Buy
3,747
+747
+25% +$6.5K 0.01% 293
2016
Q1 		$26K Sell
3,000
-1,071,369
-100% -$8.69M ﹤0.01% 346
2015
Q4 		$9.29M Sell
1,074,369
-45,525
-4% -$413K 1.51% 18
2015
Q3 		$10M Sell
1,119,894
-16,656
-1% -$163K 1.69% 14
2015
Q2 		$12.4M Sell
1,136,550
-49,965
-4% -$579K 1.83% 12
2015
Q1 		$13.1M Sell
1,186,515
-15,855
-1% -$182K 1.93% 10
2014
Q4 		$14.5M Sell
1,202,370
-44,745
-4% -$524K 2.1% 7
2014
Q3 		$13.3M Buy
1,247,115
+28,629
+2% +$295K 1.89% 9
2014
Q2 		$12.5M Buy
1,218,486
+7,785
+0.6% +$75.8K 1.86% 9
2014
Q1 		$11.7M Sell
1,210,701
-5,010
-0.4% -$46.5K 1.88% 10
2013
Q4 		$11.7M Buy
1,215,711
+395,148
+48% +$3.54M 1.87% 10
2013
Q3 		$7.04M Buy
820,563
+34,623
+4% +$291K 1.29% 26
2013
Q2 		$6.08M Buy
+785,940
New +$6.44M 1.2% 26

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's CSX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 1,928 shares — an estimated $66.6K sold.

Baldwin Wealth Partners first reported a position in CSX in Q2 2013 and held it in 46 quarters. The position peaked at $14.5M in Q4 2014. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,928 CSX Corp shares in Q4 2024, an estimated $66.6K.
  • Baldwin Wealth Partners first reported a position in CSX Corp in Q2 2013 and held it in 46 quarters.
  • Baldwin Wealth Partners's CSX Corp position peaked at $14.5M in Q4 2014.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.