Cassady Schiller Wealth Management’s CSX Corp CSX Stock Holding History

Cassady Schiller Wealth Management’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	$152K	Buy	4,706 +59	+1%	+$2.02K	0.06%	132
2024 Q3	$160K	Hold	4,647	–	–	0.06%	131
2024 Q2	$155K	Hold	4,647	–	–	0.06%	129
2024 Q1	$172K	Sell	4,647 -280	-6%	-$10.2K	0.08%	126
2023 Q4	$171K	Hold	4,927	–	–	0.09%	122
2023 Q3	$151K	Sell	4,927 -420	-8%	-$13.3K	0.08%	120
2023 Q2	$182K	Hold	5,347	–	–	0.1%	112
2023 Q1	$160K	Hold	5,347	–	–	0.08%	117
2022 Q4	$166K	Buy	+5,347	New	+$161K	0.1%	107
2022 Q2	–	Sell	-5,404	Closed	-$202K	–	104
2022 Q1	$202K	Buy	5,404 +3,975	+278%	+$141K	0.1%	108
2021 Q4	$54K	Buy	+1,429	New	+$50.4K	0.03%	195

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's CSX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its CSX Corp (CSX) stake by 1.3% in Q4 2024, buying an estimated $2.02K and bringing the position to 4,706 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #132.

Cassady Schiller Wealth Management first reported a position in CSX in Q4 2021 and has held it in 11 quarters since. The position peaked at $202K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Cassady Schiller Wealth Management held 4,706 shares of CSX Corp worth $152K as of Q4 2024.
Cassady Schiller Wealth Management bought 59 CSX Corp shares in Q4 2024, an estimated $2.02K.
CSX Corp made up 0.06% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #132 holding.
Cassady Schiller Wealth Management first reported a position in CSX Corp in Q4 2021 and has held it in 11 quarters since.
Cassady Schiller Wealth Management's CSX Corp position peaked at $202K in Q1 2022.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.