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TFO Wealth Partners’s CSX Corp CSX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-19
Closed -$704 – 224
2024
Q1 		$704 Hold
19
– – ﹤0.01% 205
2023
Q4 		$659 Sell
19
-9
-32% -$287 ﹤0.01% 269
2023
Q3 		$955 Buy
28
+9
+47% +$285 ﹤0.01% 293
2023
Q2 		$648 Hold
19
– – ﹤0.01% 249
2023
Q1 		$569 Buy
19
+13
+217% +$400 ﹤0.01% 227
2022
Q4 		$696 Buy
+6
New +$180 ﹤0.01% 431
2022
Q3 		– Sell
-45
Closed -$1K – 213
2022
Q2 		$1K Buy
+45
New +$1.47K ﹤0.01% 388
2022
Q1 		– Sell
-29,412
Closed -$1.06M – 128
2021
Q4 		$1.06M Buy
+29,412
New +$1.04M 0.2% 20

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

TFO Wealth Partners's CSX Position: Q2 2024 in Review

TFO Wealth Partners sold out of CSX Corp (CSX) in Q2 2024, closing a stake of 19 shares — an estimated $704 sold.

TFO Wealth Partners first reported a position in CSX in Q4 2021 and held it in 8 quarters. The position peaked at $1.06M in Q4 2021. 1,658 funds tracked by Wall St. Rank hold CSX as of Q2 2024.

  • TFO Wealth Partners reported no remaining CSX Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 19 CSX Corp shares in Q2 2024, an estimated $704.
  • TFO Wealth Partners first reported a position in CSX Corp in Q4 2021 and held it in 8 quarters.
  • TFO Wealth Partners's CSX Corp position peaked at $1.06M in Q4 2021.
  • 1,658 funds tracked by Wall St. Rank held CSX Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.