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Brendel Financial Advisors’s CSX Corp CSX Stock Holding History

Brendel Financial 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
-5,922
Closed -$204K – 94
2024
Q3 		$204K Buy
+5,922
New +$201K 0.12% 90
2024
Q1 		– Sell
-5,922
Closed -$205K – 67
2023
Q4 		$205K Buy
+5,922
New +$189K 0.13% 86
2022
Q2 		– Sell
-5,922
Closed -$222K – 101
2022
Q1 		$222K Hold
5,922
– – 0.12% 103
2021
Q4 		$223K Buy
+5,922
New +$209K 0.12% 101
2021
Q3 		– Sell
-5,922
Closed -$190K – 113
2021
Q2 		$190K Buy
+5,922
New +$195K 0.1% 111

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

Brendel Financial Advisors's CSX Position: Q4 2024 in Review

Brendel Financial Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 5,922 shares — an estimated $204K sold.

Brendel Financial Advisors first reported a position in CSX in Q2 2021 and held it in 5 quarters. The position peaked at $223K in Q4 2021. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Brendel Financial Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 5,922 CSX Corp shares in Q4 2024, an estimated $204K.
  • Brendel Financial Advisors first reported a position in CSX Corp in Q2 2021 and held it in 5 quarters.
  • Brendel Financial Advisors's CSX Corp position peaked at $223K in Q4 2021.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Brendel Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.