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TrinityPoint Wealth’s CSX Corp CSX Stock Holding History

TrinityPoint 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
2024
Q4 		$273K Buy
8,459
+931
+12% +$31.9K 0.04% 281
2024
Q3 		$260K Buy
7,528
+18
+0.2% +$611 0.04% 283
2024
Q2 		$251K Buy
7,510
+39
+0.5% +$1.32K 0.04% 274
2024
Q1 		$277K Buy
7,471
+1
+0% +$36 0.05% 254
2023
Q4 		$259K Buy
7,470
+1
+0% +$32 0.05% 255
2023
Q3 		$230K Hold
7,469
– – 0.05% 257
2023
Q2 		$255K Buy
7,469
+1
+0% +$32 0.05% 237
2023
Q1 		$224K Sell
7,468
-99
-1% -$3.04K 0.05% 249
2022
Q4 		$234K Sell
7,567
-253
-3% -$7.61K 0.05% 243
2022
Q3 		$208K Buy
7,820
+255
+3% +$7.93K 0.05% 256
2022
Q2 		$220K Hold
7,565
– – 0.05% 252
2022
Q1 		$283K Buy
7,565
+1
+0% +$35 0.05% 253
2021
Q4 		$284K Buy
7,564
+1
+0% +$35 0.05% 258
2021
Q3 		$225K Buy
7,563
+532
+8% +$17K 0.04% 281
2021
Q2 		$226K Sell
7,031
-550
-7% -$18.1K 0.05% 243
2021
Q1 		$244K Buy
7,581
+3
+0% +$92 0.06% 214
2020
Q4 		$219K Buy
+7,578
New +$218K 0.05% 215

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

TrinityPoint Wealth's CSX Position: Q4 2024 in Review

TrinityPoint Wealth increased its CSX Corp (CSX) stake by 12% in Q4 2024, buying an estimated $31.9K and bringing the position to 8,459 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #281.

TrinityPoint Wealth first reported a position in CSX in Q4 2020 and has held it in 17 quarters since. The position peaked at $284K in Q4 2021. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • TrinityPoint Wealth held 8,459 shares of CSX Corp worth $273K as of Q4 2024.
  • TrinityPoint Wealth bought 931 CSX Corp shares in Q4 2024, an estimated $31.9K.
  • CSX Corp made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #281 holding.
  • TrinityPoint Wealth first reported a position in CSX Corp in Q4 2020 and has held it in 17 quarters since.
  • TrinityPoint Wealth's CSX Corp position peaked at $284K in Q4 2021.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.