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VisionPoint Advisory Group’s CSX Corp CSX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-150
Closed -$5.02K – 353
2024
Q2 		$5.02K Buy
+150
New +$5.09K ﹤0.01% 555
2024
Q1 		– Sell
-150
Closed -$5.2K – 833
2023
Q4 		$5.2K Hold
150
– – ﹤0.01% 487
2023
Q3 		$4.61K Hold
150
– – ﹤0.01% 504
2023
Q2 		$5.12K Buy
+150
New +$4.75K ﹤0.01% 447

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

VisionPoint Advisory Group's CSX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 150 shares — an estimated $5.02K sold.

VisionPoint Advisory Group first reported a position in CSX in Q2 2023 and held it in 4 quarters. The position peaked at $5.2K in Q4 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 150 CSX Corp shares in Q3 2024, an estimated $5.02K.
  • VisionPoint Advisory Group first reported a position in CSX Corp in Q2 2023 and held it in 4 quarters.
  • VisionPoint Advisory Group's CSX Corp position peaked at $5.2K in Q4 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.