Lifeworks Advisors’s CSX Corp CSX Stock Holding History

Lifeworks Advisors’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	-7,819	Closed	-$270K	–	308
2024 Q3	$270K	Sell	7,819 -3,051	-28%	-$104K	0.05%	243
2024 Q2	$364K	Buy	10,870 +369	+4%	+$12.5K	0.1%	156
2024 Q1	$389K	Buy	10,501 +1,244	+13%	+$45.4K	0.11%	146
2023 Q4	$321K	Sell	9,257 -469	-5%	-$14.9K	0.11%	153
2023 Q3	$299K	Buy	9,726 +2,079	+27%	+$65.9K	0.12%	149
2023 Q2	$261K	Buy	+7,647	New	+$242K	0.11%	137

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

Lifeworks Advisors's CSX Position: Q4 2024 in Review

Lifeworks Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 7,819 shares — an estimated $270K sold.

Lifeworks Advisors first reported a position in CSX in Q2 2023 and held it in 6 quarters. The position peaked at $389K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Lifeworks Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Lifeworks Advisors sold 7,819 CSX Corp shares in Q4 2024, an estimated $270K.
Lifeworks Advisors first reported a position in CSX Corp in Q2 2023 and held it in 6 quarters.
Lifeworks Advisors's CSX Corp position peaked at $389K in Q1 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Lifeworks Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.