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Castle Rock Wealth Management’s CSX Corp CSX Stock Holding History

Castle Rock 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 		– Sell
-6,272
Closed -$213K – 239
2024
Q3 		$213K Sell
6,272
-472
-7% -$16K 0.05% 236
2024
Q2 		$227K Buy
+6,744
New +$229K 0.06% 223

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

Castle Rock Wealth Management's CSX Position: Q4 2024 in Review

Castle Rock Wealth Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,272 shares — an estimated $213K sold.

Castle Rock Wealth Management first reported a position in CSX in Q2 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Castle Rock Wealth Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Castle Rock Wealth Management sold 6,272 CSX Corp shares in Q4 2024, an estimated $213K.
  • Castle Rock Wealth Management first reported a position in CSX Corp in Q2 2024 and held it in 2 quarters.
  • Castle Rock Wealth Management's CSX Corp position peaked at $227K in Q2 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Castle Rock Wealth Management's 13F filing for Q4 2024, filed 5 Mar 2025.