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Delos Wealth Advisors’s CSX Corp CSX Stock Holding History

Delos Wealth 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
Q3 		– Sell
-300
Closed -$10K – 231
2024
Q2 		$10K Hold
300
– – 0.01% 126
2024
Q1 		$11.1K Buy
+300
New +$10.9K 0.01% 120
2023
Q1 		– Sell
-495
Closed -$15.3K – 398
2022
Q4 		$15.3K Hold
495
– – 0.02% 115
2022
Q3 		$13K Hold
495
– – 0.02% 116
2022
Q2 		$14K Hold
495
– – 0.02% 111
2022
Q1 		$19K Hold
495
– – 0.02% 116
2021
Q4 		$19K Hold
495
– – 0.02% 135
2021
Q3 		$15K Hold
495
– – 0.02% 78
2021
Q2 		$16K Buy
+495
New +$16.3K 0.02% 78

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Delos Wealth Advisors's CSX Position: Q3 2024 in Review

Delos Wealth Advisors sold out of CSX Corp (CSX) in Q3 2024, closing a stake of 300 shares — an estimated $10K sold.

Delos Wealth Advisors first reported a position in CSX in Q2 2021 and held it in 9 quarters. The position peaked at $19K in Q1 2022. 1,665 funds tracked by Wall St. Rank hold CSX as of Q3 2024.

  • Delos Wealth Advisors reported no remaining CSX Corp position as of Q3 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 300 CSX Corp shares in Q3 2024, an estimated $10K.
  • Delos Wealth Advisors first reported a position in CSX Corp in Q2 2021 and held it in 9 quarters.
  • Delos Wealth Advisors's CSX Corp position peaked at $19K in Q1 2022.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.