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
2021 Q1	–	Sell	-12,000	Closed	-$18K	–	919
2020 Q4	$18K	Buy	+12,000	New	+$345K	﹤0.01%	473

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.