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B.O.S.S. Retirement Advisors’s CSX Corp CSX Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-118,730
Closed -$4.1M – 201
2024
Q3 		$4.1M Buy
118,730
+12,627
+12% +$429K 0.83% 38
2024
Q2 		$3.55M Buy
106,103
+37,924
+56% +$1.29M 0.91% 37
2024
Q1 		$2.36M Sell
68,179
-2,322
-3% -$84.7K 0.9% 38
2023
Q4 		$2.44M Buy
70,501
+4,067
+6% +$130K 0.47% 61
2023
Q3 		$2.04M Buy
66,434
+7,186
+12% +$228K 0.44% 74
2023
Q2 		$2.02M Buy
+59,248
New +$1.87M 0.43% 74

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

B.O.S.S. Retirement Advisors's CSX Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 118,730 shares — an estimated $4.1M sold.

B.O.S.S. Retirement Advisors first reported a position in CSX in Q2 2023 and held it in 6 quarters. The position peaked at $4.1M in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 118,730 CSX Corp shares in Q4 2024, an estimated $4.1M.
  • B.O.S.S. Retirement Advisors first reported a position in CSX Corp in Q2 2023 and held it in 6 quarters.
  • B.O.S.S. Retirement Advisors's CSX Corp position peaked at $4.1M in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.