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Beacon Pointe Wealth Advisors’s CSX Corp CSX Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$349K Buy
14,481
+753
+5% +$17.8K 0.06% 197
2019
Q3 		$317K Buy
13,728
+3,600
+36% +$83.8K 0.07% 208
2019
Q2 		$261K Sell
10,128
-402
-4% -$10.4K 0.06% 225
2019
Q1 		$262K Sell
10,530
-15
-0.1% -$347 0.06% 220
2018
Q4 		$218K Buy
+10,545
New +$243K 0.08% 206

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's CSX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its CSX Corp (CSX) stake by 5.5% in Q4 2019, buying an estimated $17.8K and bringing the position to 14,481 shares worth $349K. The position accounts for 0.06% of the portfolio, ranked #197.

Beacon Pointe Wealth Advisors first reported a position in CSX in Q4 2018 and has held it in 5 quarters since. 1,219 funds tracked by Wall St. Rank hold CSX as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 14,481 shares of CSX Corp worth $349K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 753 CSX Corp shares in Q4 2019, an estimated $17.8K.
  • CSX Corp made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #197 holding.
  • Beacon Pointe Wealth Advisors first reported a position in CSX Corp in Q4 2018 and has held it in 5 quarters since.
  • 1,219 funds tracked by Wall St. Rank held CSX Corp as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.