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First Western Trust Bank’s CSX Corp CSX Stock Holding History

First Western Trust Bank’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
2023
Q3 		– Sell
-6,936
Closed -$237K – 171
2023
Q2 		$237K Buy
+6,936
New +$219K 0.01% 169

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

First Western Trust Bank's CSX Position: Q3 2023 in Review

First Western Trust Bank sold out of CSX Corp (CSX) in Q3 2023, closing a stake of 6,936 shares — an estimated $237K sold.

First Western Trust Bank first reported a position in CSX in Q2 2023 and held it in 1 quarter. The position peaked at $237K in Q2 2023. 1,541 funds tracked by Wall St. Rank hold CSX as of Q3 2023.

  • First Western Trust Bank reported no remaining CSX Corp position as of Q3 2023 after selling out during the quarter.
  • First Western Trust Bank sold 6,936 CSX Corp shares in Q3 2023, an estimated $237K.
  • First Western Trust Bank first reported a position in CSX Corp in Q2 2023 and held it in 1 quarter.
  • First Western Trust Bank's CSX Corp position peaked at $237K in Q2 2023.
  • 1,541 funds tracked by Wall St. Rank held CSX Corp as of Q3 2023.

Based on First Western Trust Bank's 13F filing for Q3 2023, filed 14 Nov 2023.