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Bison Wealth’s CSX Corp CSX Stock Holding History

Bison Wealth’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 		$214K Sell
6,637
-865
-12% -$29.7K 0.05% 293
2024
Q3 		$259K Sell
7,502
-1,356
-15% -$46K 0.04% 349
2024
Q2 		$328K Hold
8,858
– – 0.05% 315
2024
Q1 		$328K Sell
8,858
-76
-0.9% -$2.77K 0.05% 315
2023
Q4 		$310K Sell
8,934
-132
-1% -$4.21K 0.05% 306
2023
Q3 		$279K Buy
9,066
+181
+2% +$5.73K 0.05% 318
2023
Q2 		$303K Buy
8,885
+859
+11% +$27.2K 0.06% 285
2023
Q1 		$255K Sell
8,026
-1,628
-17% -$50K 0.08% 211
2022
Q4 		$288K Buy
+9,654
New +$290K 0.09% 211
2022
Q2 		– Sell
-5,537
Closed -$207K – 331
2022
Q1 		$207K Sell
5,537
-24
-0.4% -$849 0.11% 194
2021
Q4 		$209K Buy
+5,561
New +$196K 0.12% 174
2021
Q2 		– Sell
-7,716
Closed -$248K – 463
2021
Q1 		$248K Buy
7,716
+165
+2% +$5.04K 0.11% 207
2020
Q4 		$228K Buy
+7,551
New +$217K 0.11% 200
2020
Q1 		– Sell
-8,382
Closed -$202K – 350
2019
Q4 		$202K Sell
8,382
-444
-5% -$10.5K 0.1% 230
2019
Q3 		$204K Buy
8,826
+3
+0% +$70 0.11% 209
2019
Q2 		$228K Sell
8,823
-372
-4% -$9.58K 0.13% 192
2019
Q1 		$229K Buy
+9,195
New +$213K 0.14% 182
2018
Q4 		– Sell
-8,226
Closed -$203K – 215
2018
Q3 		$203K Buy
+8,226
New +$196K 0.13% 207

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

Bison Wealth's CSX Position: Q4 2024 in Review

Bison Wealth reduced its CSX Corp (CSX) stake by 12% in Q4 2024, selling an estimated $29.7K and leaving 6,637 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #293.

Bison Wealth first reported a position in CSX in Q3 2018 and has held it in 18 quarters since. The position peaked at $328K in Q2 2024. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Bison Wealth held 6,637 shares of CSX Corp worth $214K as of Q4 2024.
  • Bison Wealth sold 865 CSX Corp shares in Q4 2024, an estimated $29.7K.
  • CSX Corp made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #293 holding.
  • Bison Wealth first reported a position in CSX Corp in Q3 2018 and has held it in 18 quarters since.
  • Bison Wealth's CSX Corp position peaked at $328K in Q2 2024.
  • 1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.