Frontier Wealth Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$444K Sell
15,282
-3,234
-17% -$105K 0.03% 254
2022
Q1
$637K Buy
18,516
+16
+0.1% +$566 0.01% 219
2021
Q4
$696K Buy
18,500
+5,264
+40% +$186K 0.05% 232
2021
Q3
$394K Buy
13,236
+335
+3% +$10.7K 0.03% 294
2021
Q2
$414K Buy
12,901
+268
+2% +$8.84K 0.03% 284
2021
Q1
$406K Sell
12,633
-648
-5% -$19.8K 0.03% 268
2020
Q4
$402K Sell
13,281
-720
-5% -$20.7K 0.03% 261
2020
Q3
$362K Buy
14,001
+3
+0% +$74 0.03% 256
2020
Q2
$325K Buy
13,998
+648
+5% +$14.3K 0.03% 266
2020
Q1
$255K Buy
13,350
+3,309
+33% +$77.3K 0.04% 236
2019
Q4
$242K Sell
10,041
-4,962
-33% -$117K 0.04% 258
2019
Q3
$346K Sell
15,003
-2,100
-12% -$48.9K 0.05% 229
2019
Q2
$441K Sell
17,103
-2,127
-11% -$54.8K 0.07% 209
2019
Q1
$480K Sell
19,230
-1,575
-8% -$36.5K 0.07% 221
2018
Q4
$431K Sell
20,805
-399
-2% -$9.18K 0.07% 224
2018
Q3
$523K Buy
21,204
+1,521
+8% +$36.2K 0.05% 224
2018
Q2
$418K Buy
19,683
+3,810
+24% +$78.5K 0.06% 239
2018
Q1
$295K Buy
15,873
+48
+0.3% +$897 0.04% 308
2017
Q4
$290K Buy
15,825
+918
+6% +$16.3K 0.05% 274
2017
Q3
$270K Sell
14,907
-987
-6% -$16.9K 0.04% 309
2017
Q2
$289K Buy
15,894
+108
+0.7% +$1.85K 0.04% 300
2017
Q1
$245K Buy
+15,786
New +$241K 0.04% 330

Other funds holding CSX

Frontier Wealth Management's CSX Position: Q2 2022 in Review

Frontier Wealth Management reduced its CSX Corp (CSX) stake by 17% in Q2 2022, selling an estimated $105K and leaving 15,282 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #254.

Frontier Wealth Management first reported a position in CSX in Q1 2017 and has held it in 22 quarters since. The position peaked at $696K in Q4 2021. 1,479 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Frontier Wealth Management held 15,282 shares of CSX Corp worth $444K as of Q2 2022.
  • Frontier Wealth Management sold 3,234 CSX Corp shares in Q2 2022, an estimated $105K.
  • CSX Corp made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #254 holding.
  • Frontier Wealth Management first reported a position in CSX Corp in Q1 2017 and has held it in 22 quarters since.
  • Frontier Wealth Management's CSX Corp position peaked at $696K in Q4 2021.
  • 1,479 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.