Focused Wealth Management’s CSX Corp CSX Stock Holding History

Focused 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	-479	Closed	-$547K	–	199
2024 Q3	$547K	Buy	+479	New	+$16.3K	0.07%	96
2024 Q1	–	Sell	-474	Closed	-$16.4K	–	358
2023 Q4	$16.4K	Buy	474 +1	+0.2%	+$32	﹤0.01%	468
2023 Q3	$14.5K	Buy	473 +2	+0.4%	+$63	﹤0.01%	470
2023 Q2	$16.1K	Sell	471 -848	-64%	-$26.8K	﹤0.01%	464
2023 Q1	$39.5K	Buy	1,319 +851	+182%	+$26.2K	0.01%	341
2022 Q4	$14.5K	Buy	468 +2	+0.4%	+$60	﹤0.01%	475
2022 Q3	$12K	Buy	466 +1	+0.2%	+$31	﹤0.01%	460
2022 Q2	$14K	Buy	465 +2	+0.4%	+$65	﹤0.01%	454
2022 Q1	$17K	Buy	463 +1	+0.2%	+$35	﹤0.01%	474
2021 Q4	$17K	Buy	462 +1	+0.2%	+$35	﹤0.01%	505
2021 Q3	$14K	Buy	461 +2	+0.4%	+$64	﹤0.01%	558
2021 Q2	$15K	Hold	459	–	–	﹤0.01%	548
2021 Q1	$15K	Buy	459 +3	+0.7%	+$92	﹤0.01%	541
2020 Q4	$14K	Hold	456	–	–	﹤0.01%	521
2020 Q3	$12K	Buy	456 +3	+0.7%	+$74	﹤0.01%	488
2020 Q2	$11K	Hold	453	–	–	﹤0.01%	483
2020 Q1	$9K	Buy	+453	New	+$10.6K	﹤0.01%	465
2019 Q4	–	Sell	-450	Closed	-$10K	–	723
2019 Q3	$10K	Hold	450	–	–	﹤0.01%	482
2019 Q2	$12K	Hold	450	–	–	﹤0.01%	490
2019 Q1	$11K	Hold	450	–	–	﹤0.01%	453
2018 Q4	$9K	Hold	450	–	–	﹤0.01%	466
2018 Q3	$11K	Hold	450	–	–	﹤0.01%	438
2018 Q2	$10K	Hold	450	–	–	﹤0.01%	446
2018 Q1	$8K	Hold	450	–	–	﹤0.01%	499
2017 Q4	$8K	Sell	450 -900	-67%	-$15.9K	﹤0.01%	493
2017 Q3	$24K	Buy	1,350 +900	+200%	+$15.4K	0.01%	322
2017 Q2	$8K	Hold	450	–	–	﹤0.01%	501
2017 Q1	$7K	Sell	450 -954	-68%	-$14.5K	﹤0.01%	499
2016 Q4	$17K	Buy	1,404 +6	+0.4%	+$67	0.01%	401
2016 Q3	$14K	Buy	1,398 +6	+0.4%	+$57	0.01%	405
2016 Q2	$12K	Buy	1,392 +6	+0.4%	+$52	0.01%	415
2016 Q1	$12K	Sell	1,386 -594	-30%	-$4.82K	0.01%	372
2015 Q4	$17K	Buy	1,980 +6	+0.3%	+$54	0.01%	336
2015 Q3	$18K	Buy	1,974 +6	+0.3%	+$59	0.01%	310
2015 Q2	$21K	Buy	1,968 +6	+0.3%	+$70	0.01%	302
2015 Q1	$22K	Buy	1,962 +3	+0.2%	+$34	0.01%	304
2014 Q4	$24K	Buy	1,959 +3	+0.2%	+$35	0.02%	280
2014 Q3	$21K	Buy	1,956 +6	+0.3%	+$62	0.02%	303
2014 Q2	$20K	Sell	1,950 -756	-28%	-$7.36K	0.02%	308
2014 Q1	$26K	Hold	2,706	–	–	0.02%	247
2013 Q4	$26K	Hold	2,706	–	–	0.02%	250
2013 Q3	$23K	Buy	+2,706	New	+$22.7K	0.02%	255

Other funds holding CSX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's CSX Position: Q4 2024 in Review

Focused Wealth Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 479 shares — an estimated $547K sold.

Focused Wealth Management first reported a position in CSX in Q3 2013 and held it in 42 quarters. The position peaked at $547K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Focused Wealth Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 479 CSX Corp shares in Q4 2024, an estimated $547K.
Focused Wealth Management first reported a position in CSX Corp in Q3 2013 and held it in 42 quarters.
Focused Wealth Management's CSX Corp position peaked at $547K in Q3 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.