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Glassman Wealth Services’s CSX Corp CSX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-9,209
Closed -$319K – 587
2023
Q4 		$319K Sell
9,209
-23
-0.2% -$733 0.05% 129
2023
Q3 		$284K Buy
9,232
+110
+1% +$3.48K 0.05% 123
2023
Q2 		$311K Buy
9,122
+270
+3% +$8.54K 0.05% 117
2023
Q1 		$265K Buy
8,852
+59
+0.7% +$1.81K 0.05% 134
2022
Q4 		$272K Buy
8,793
+6,526
+288% +$196K 0.05% 138
2022
Q3 		$60K Buy
2,267
+5
+0.2% +$155 0.01% 345
2022
Q2 		$66K Buy
2,262
+126
+6% +$4.11K 0.01% 335
2022
Q1 		$80K Buy
2,136
+303
+17% +$10.7K 0.01% 297
2021
Q4 		$69K Buy
1,833
+312
+21% +$11K 0.01% 310
2021
Q3 		$45K Buy
1,521
+57
+4% +$1.82K 0.01% 387
2021
Q2 		$47K Buy
1,464
+174
+13% +$5.74K 0.01% 370
2021
Q1 		$41K Buy
1,290
+168
+15% +$5.13K 0.01% 357
2020
Q4 		$34K Buy
1,122
+30
+3% +$862 0.01% 403
2020
Q3 		$28K Buy
1,092
+276
+34% +$6.81K 0.01% 387
2020
Q2 		$19K Buy
816
+147
+22% +$3.25K 0.01% 385
2020
Q1 		$13K Sell
669
-27
-4% -$630 0.01% 396
2019
Q4 		$17K Buy
696
+3
+0.4% +$71 0.01% 401
2019
Q3 		$16K Sell
693
-6
-0.9% -$140 0.01% 386
2019
Q2 		$18K Buy
699
+27
+4% +$696 0.01% 378
2019
Q1 		$17K Buy
672
+483
+256% +$11.2K 0.01% 376
2018
Q4 		$4K Buy
189
+12
+7% +$276 ﹤0.01% 453
2018
Q3 		$4K Buy
177
+54
+44% +$1.29K ﹤0.01% 491
2018
Q2 		$3K Buy
123
+21
+21% +$432 ﹤0.01% 488
2018
Q1 		$2K Buy
102
+48
+89% +$897 ﹤0.01% 526
2017
Q4 		$1K Buy
54
+18
+50% +$319 ﹤0.01% 557
2017
Q3 		$1K Buy
36
+27
+300% +$463 ﹤0.01% 450
2017
Q2 		$0 Hold
9
– – ﹤0.01% 564
2017
Q1 		$0 Buy
+9
New +$137 ﹤0.01% 598

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Glassman Wealth Services's CSX Position: Q1 2024 in Review

Glassman Wealth Services sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 9,209 shares — an estimated $319K sold.

Glassman Wealth Services first reported a position in CSX in Q1 2017 and held it in 28 quarters. The position peaked at $319K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Glassman Wealth Services reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 9,209 CSX Corp shares in Q1 2024, an estimated $319K.
  • Glassman Wealth Services first reported a position in CSX Corp in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's CSX Corp position peaked at $319K in Q4 2023.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.