YorkBridge Wealth Partners’s CSX Corp CSX Stock Holding History

YorkBridge 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
2022 Q4	$301K	Hold	9,717	–	–	0.08%	191
2022 Q3	$259K	Hold	9,717	–	–	0.07%	225
2022 Q2	$282K	Hold	9,717	–	–	0.07%	206
2022 Q1	$364K	Hold	9,717	–	–	0.08%	193
2021 Q4	$365K	Hold	9,717	–	–	0.08%	212
2021 Q3	$289K	Hold	9,717	–	–	0.07%	219
2021 Q2	$312K	Hold	9,717	–	–	0.08%	197
2021 Q1	$312K	Hold	9,717	–	–	0.09%	186
2020 Q4	$294K	Hold	9,717	–	–	0.1%	151
2020 Q3	$252K	Hold	9,717	–	–	0.11%	154
2020 Q2	$226K	Buy	+9,717	New	+$215K	0.1%	156
2020 Q1	–	Sell	-9,717	Closed	-$234K	–	165
2019 Q4	$234K	Sell	9,717 -900	-8%	-$21.3K	0.11%	166
2019 Q3	$245K	Hold	10,617	–	–	0.12%	154
2019 Q2	$274K	Buy	10,617 +2,865	+37%	+$73.8K	0.12%	150
2019 Q1	$193K	Buy	7,752 +7,650	+7,500%	+$177K	0.09%	164
2018 Q4	$2K	Hold	102	–	–	﹤0.01%	676
2018 Q3	$3K	Hold	102	–	–	﹤0.01%	685
2018 Q2	$2K	Buy	+102	New	+$2.1K	﹤0.01%	770

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

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

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

YorkBridge Wealth Partners's CSX Position: Q4 2022 in Review

YorkBridge Wealth Partners held its CSX Corp (CSX) position steady in Q4 2022 at 9,717 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #191.

YorkBridge Wealth Partners first reported a position in CSX in Q2 2018 and has held it in 18 quarters since. The position peaked at $365K in Q4 2021. 1,515 funds tracked by Wall St. Rank hold CSX as of Q4 2022.

YorkBridge Wealth Partners held 9,717 shares of CSX Corp worth $301K as of Q4 2022.
YorkBridge Wealth Partners left its CSX Corp share count unchanged in Q4 2022.
CSX Corp made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #191 holding.
YorkBridge Wealth Partners first reported a position in CSX Corp in Q2 2018 and has held it in 18 quarters since.
YorkBridge Wealth Partners's CSX Corp position peaked at $365K in Q4 2021.
1,515 funds tracked by Wall St. Rank held CSX Corp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.