Leo Wealth LLC’s CSX Corp CSX Stock Holding History

Leo Wealth LLC’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	-24,998	Closed	-$863K	–	361
2024 Q3	$863K	Buy	24,998 +3,665	+17%	+$124K	0.08%	169
2024 Q2	$714K	Buy	+21,333	New	+$725K	0.07%	182

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

Leo Wealth LLC's CSX Position: Q4 2024 in Review

Leo Wealth LLC sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 24,998 shares — an estimated $863K sold.

Leo Wealth LLC first reported a position in CSX in Q2 2024 and held it in 2 quarters. The position peaked at $863K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Leo Wealth LLC reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Leo Wealth LLC sold 24,998 CSX Corp shares in Q4 2024, an estimated $863K.
Leo Wealth LLC first reported a position in CSX Corp in Q2 2024 and held it in 2 quarters.
Leo Wealth LLC's CSX Corp position peaked at $863K in Q3 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

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