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Drive Wealth Management’s CSX Corp CSX Stock Holding History

Drive 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
2025
Q1 		– Sell
-7,258
Closed -$234K – 335
2024
Q4 		$234K Sell
7,258
-1,155
-14% -$39.6K 0.06% 269
2024
Q3 		$291K Sell
8,413
-130
-2% -$4.41K 0.08% 218
2024
Q2 		$286K Sell
8,543
-154
-2% -$5.23K 0.08% 207
2024
Q1 		$322K Sell
8,697
-93
-1% -$3.39K 0.09% 192
2023
Q4 		$305K Buy
8,790
+166
+2% +$5.29K 0.1% 195
2023
Q3 		$265K Sell
8,624
-276
-3% -$8.74K 0.1% 190
2023
Q2 		$303K Sell
8,900
-94
-1% -$2.97K 0.11% 172
2023
Q1 		$269K Buy
8,994
+327
+4% +$10.1K 0.11% 195
2022
Q4 		$269K Buy
8,667
+792
+10% +$23.8K 0.13% 175
2022
Q3 		$210K Sell
7,875
-208
-3% -$6.46K 0.2% 136
2022
Q2 		$235K Buy
8,083
+717
+10% +$23.4K 0.21% 131
2022
Q1 		$276K Buy
7,366
+1,597
+28% +$56.5K 0.23% 111
2021
Q4 		$217K Buy
+5,769
New +$203K 0.19% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Drive Wealth Management's CSX Position: Q1 2025 in Review

Drive Wealth Management sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 7,258 shares — an estimated $234K sold.

Drive Wealth Management first reported a position in CSX in Q4 2021 and held it in 13 quarters. The position peaked at $322K in Q1 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

  • Drive Wealth Management reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 7,258 CSX Corp shares in Q1 2025, an estimated $234K.
  • Drive Wealth Management first reported a position in CSX Corp in Q4 2021 and held it in 13 quarters.
  • Drive Wealth Management's CSX Corp position peaked at $322K in Q1 2024.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.