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Barlow Wealth Partners’s CSX Corp CSX Stock Holding History

Barlow 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
2024
Q4 		– Sell
-9,679
Closed -$326K – 140
2024
Q3 		$326K Hold
9,679
– – 0.04% 108
2024
Q2 		$321K Hold
9,679
– – 0.04% 107
2024
Q1 		$342K Sell
9,679
-723
-7% -$26.4K 0.05% 105
2023
Q4 		$361K Buy
+10,402
New +$331K 0.05% 100

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

Barlow Wealth Partners's CSX Position: Q4 2024 in Review

Barlow Wealth Partners sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 9,679 shares — an estimated $326K sold.

Barlow Wealth Partners first reported a position in CSX in Q4 2023 and held it in 4 quarters. The position peaked at $361K in Q4 2023. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Barlow Wealth Partners reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 9,679 CSX Corp shares in Q4 2024, an estimated $326K.
  • Barlow Wealth Partners first reported a position in CSX Corp in Q4 2023 and held it in 4 quarters.
  • Barlow Wealth Partners's CSX Corp position peaked at $361K in Q4 2023.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Barlow Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.