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Kiely Wealth Advisory Group’s CSX Corp CSX Stock Holding History

Kiely Wealth Advisory Group’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 		$34.7K Hold
1,050
– – 0.02% 135
2024
Q3 		$38K Hold
1,050
– – 0.02% 128
2024
Q2 		$35.8K Hold
1,050
– – 0.02% 118
2024
Q1 		$35.8K Hold
1,050
– – 0.02% 113
2023
Q4 		$36.8K Buy
+1,050
New +$33.4K 0.02% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiely Wealth Advisory Group's CSX Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its CSX Corp (CSX) position steady in Q4 2024 at 1,050 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #135.

Kiely Wealth Advisory Group first reported a position in CSX in Q4 2023 and has held it in 5 quarters since. The position peaked at $38K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,050 shares of CSX Corp worth $34.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its CSX Corp share count unchanged in Q4 2024.
  • CSX Corp made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #135 holding.
  • Kiely Wealth Advisory Group first reported a position in CSX Corp in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's CSX Corp position peaked at $38K in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.