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Partnership Wealth Management’s CSX Corp CSX Stock Holding History

Partnership 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
Q4 		– Sell
-300
Closed -$10.4K – 96
2024
Q3 		$10.4K Hold
300
– – 0.01% 164
2024
Q2 		$10K Hold
300
– – 0.01% 194
2024
Q1 		$11.1K Hold
300
– – 0.01% 189
2023
Q4 		$10.7K Buy
+300
New +$9.56K 0.01% 191

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

Partnership Wealth Management's CSX Position: Q4 2024 in Review

Partnership Wealth Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 300 shares — an estimated $10.4K sold.

Partnership Wealth Management first reported a position in CSX in Q4 2023 and held it in 4 quarters. The position peaked at $11.1K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Partnership Wealth Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 300 CSX Corp shares in Q4 2024, an estimated $10.4K.
  • Partnership Wealth Management first reported a position in CSX Corp in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's CSX Corp position peaked at $11.1K in Q1 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.