Triad Financial Advisors’s CSX Corp CSX Stock Holding History

Triad Financial Advisors’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
2023 Q3	$435K	Buy	14,156 +310	+2%	+$9.82K	0.15%	56
2023 Q2	$472K	Buy	13,846 +2	+0%	+$63	0.19%	48
2023 Q1	$414K	Buy	13,844 +25	+0.2%	+$769	0.18%	51
2022 Q4	$428K	Sell	13,819 -299	-2%	-$8.99K	0.19%	59
2022 Q3	$376K	Buy	14,118 +34	+0.2%	+$1.06K	0.2%	56
2022 Q2	$409K	Buy	14,084 +46	+0.3%	+$1.5K	0.23%	51
2022 Q1	$526K	Buy	14,038 +160	+1%	+$5.66K	0.28%	47
2021 Q4	$522K	Buy	+13,878	New	+$489K	0.31%	51

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Triad Financial Advisors's CSX Position: Q3 2023 in Review

Triad Financial Advisors increased its CSX Corp (CSX) stake by 2.2% in Q3 2023, buying an estimated $9.82K and bringing the position to 14,156 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #56.

Triad Financial Advisors first reported a position in CSX in Q4 2021 and has held it in 8 quarters since. The position peaked at $526K in Q1 2022. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

Triad Financial Advisors held 14,156 shares of CSX Corp worth $435K as of Q3 2023.
Triad Financial Advisors bought 310 CSX Corp shares in Q3 2023, an estimated $9.82K.
CSX Corp made up 0.15% of Triad Financial Advisors's portfolio in Q3 2023, its #56 holding.
Triad Financial Advisors first reported a position in CSX Corp in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's CSX Corp position peaked at $526K in Q1 2022.
1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.