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Pinnacle Private Wealth’s CSX Corp CSX Stock Holding History

Pinnacle Private 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
2022
Q2 		$420K Buy
14,468
+1,808
+14% +$58.9K 0.16% 148
2022
Q1 		$474K Buy
12,660
+1,058
+9% +$37.4K 0.15% 160
2021
Q4 		$436K Buy
+11,602
New +$409K 0.14% 162

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's CSX Position: Q2 2022 in Review

Pinnacle Private Wealth increased its CSX Corp (CSX) stake by 14% in Q2 2022, buying an estimated $58.9K and bringing the position to 14,468 shares worth $420K. The position accounts for 0.16% of the portfolio, ranked #148.

Pinnacle Private Wealth first reported a position in CSX in Q4 2021 and has held it in 3 quarters since. The position peaked at $474K in Q1 2022. 1,479 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Pinnacle Private Wealth held 14,468 shares of CSX Corp worth $420K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,808 CSX Corp shares in Q2 2022, an estimated $58.9K.
  • CSX Corp made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #148 holding.
  • Pinnacle Private Wealth first reported a position in CSX Corp in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's CSX Corp position peaked at $474K in Q1 2022.
  • 1,479 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.