Point View Wealth Management’s CSX Corp CSX Stock Holding History

Point View 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
2020 Q4	$851K	Buy	28,131 +1,383	+5%	+$39.7K	0.35%	98
2020 Q3	$693K	Hold	26,748	–	–	0.33%	96
2020 Q2	$622K	Sell	26,748 -1,512	-5%	-$33.4K	0.3%	108
2020 Q1	$540K	Hold	28,260	–	–	0.3%	111
2019 Q4	$682K	Hold	28,260	–	–	0.28%	120
2019 Q3	$653K	Sell	28,260 -7,140	-20%	-$166K	0.3%	112
2019 Q2	$913K	Sell	35,400 -57	-0.2%	-$1.47K	0.39%	86
2019 Q1	$884K	Hold	35,457	–	–	0.39%	88
2018 Q4	$734K	Sell	35,457 -42	-0.1%	-$966	0.37%	98
2018 Q3	$876K	Sell	35,499 -96	-0.3%	-$2.29K	0.39%	87
2018 Q2	$757K	Buy	35,595 +105	+0.3%	+$2.16K	0.35%	101
2018 Q1	$659K	Hold	35,490	–	–	0.32%	117
2017 Q4	$651K	Hold	35,490	–	–	0.31%	117
2017 Q3	$642K	Sell	35,490 -2,817	-7%	-$48.3K	0.31%	118
2017 Q2	$697K	Hold	38,307	–	–	0.34%	108
2017 Q1	$594K	Buy	38,307 +2,721	+8%	+$41.5K	0.31%	113
2016 Q4	$426K	Sell	35,586 -4,158	-10%	-$46.6K	0.25%	143
2016 Q3	$404K	Hold	39,744	–	–	0.24%	138
2016 Q2	$346K	Buy	39,744 +1,278	+3%	+$11.1K	0.21%	150
2016 Q1	$330K	Buy	38,466 +8,343	+28%	+$67.7K	0.21%	147
2015 Q4	$261K	Hold	30,123	–	–	0.19%	159
2015 Q3	$270K	Hold	30,123	–	–	0.22%	145
2015 Q2	$328K	Sell	30,123 -351	-1%	-$4.07K	0.25%	131
2015 Q1	$336K	Hold	30,474	–	–	0.26%	128
2014 Q4	$368K	Hold	30,474	–	–	0.27%	120
2014 Q3	$326K	Hold	30,474	–	–	0.28%	129
2014 Q2	$313K	Sell	30,474 -630	-2%	-$6.13K	0.27%	129
2014 Q1	$300K	Sell	31,104 -795	-2%	-$7.37K	0.27%	124
2013 Q4	$306K	Buy	+31,899	New	+$286K	0.29%	120

Other funds holding CSX

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Point View Wealth Management's CSX Position: Q4 2020 in Review

Point View Wealth Management increased its CSX Corp (CSX) stake by 5.2% in Q4 2020, buying an estimated $39.7K and bringing the position to 28,131 shares worth $851K. The position accounts for 0.35% of the portfolio, ranked #98.

Point View Wealth Management first reported a position in CSX in Q4 2013 and has held it in 29 quarters since. The position peaked at $913K in Q2 2019. 1,359 funds tracked by Wall St. Rank hold CSX as of Q4 2020.

Point View Wealth Management held 28,131 shares of CSX Corp worth $851K as of Q4 2020.
Point View Wealth Management bought 1,383 CSX Corp shares in Q4 2020, an estimated $39.7K.
CSX Corp made up 0.35% of Point View Wealth Management's portfolio in Q4 2020, its #98 holding.
Point View Wealth Management first reported a position in CSX Corp in Q4 2013 and has held it in 29 quarters since.
Point View Wealth Management's CSX Corp position peaked at $913K in Q2 2019.
1,359 funds tracked by Wall St. Rank held CSX Corp as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.