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Brophy Wealth Management’s CSX Corp CSX Stock Holding History

Brophy 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
2024
Q3 		$414K Buy
+12,000
New +$407K 0.15% 149

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brophy Wealth Management's CSX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in CSX Corp (CSX) in Q3 2024: 12,000 shares worth $414K. The stake represents 0.15% of the portfolio and ranks #149 among its holdings.

1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Brophy Wealth Management held 12,000 shares of CSX Corp worth $414K as of Q3 2024.
  • CSX Corp was a new Brophy Wealth Management position in Q3 2024.
  • CSX Corp made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #149 holding.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.