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Claro Advisors’s CSX Corp CSX Stock Holding History

Claro 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
-6,901
Closed -$238K – 505
2024
Q3 		$238K Sell
6,901
-89
-1% -$3.02K 0.03% 438
2024
Q2 		$234K Buy
6,990
+1,302
+23% +$44.2K 0.04% 374
2024
Q1 		$211K Buy
+5,688
New +$208K 0.04% 391
2023
Q2 		– Sell
-7,855
Closed -$235K – 379
2023
Q1 		$235K Buy
7,855
+945
+14% +$29.1K 0.07% 290
2022
Q4 		$214K Buy
+6,910
New +$208K 0.07% 274
2019
Q1 		– Sell
-2,436
Closed -$60K – 316
2018
Q4 		$60K Buy
+2,436
New +$56K 0.05% 311

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

Claro Advisors's CSX Position: Q4 2024 in Review

Claro Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,901 shares — an estimated $238K sold.

Claro Advisors first reported a position in CSX in Q4 2018 and held it in 6 quarters. The position peaked at $238K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Claro Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 6,901 CSX Corp shares in Q4 2024, an estimated $238K.
  • Claro Advisors first reported a position in CSX Corp in Q4 2018 and held it in 6 quarters.
  • Claro Advisors's CSX Corp position peaked at $238K in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

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