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Milestone Investment Advisors’s CSX Corp CSX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-2,388
Closed -$73.4K – 197
2023
Q3 		$73.4K Buy
+2,388
New +$75.7K 0.02% 163
2023
Q2 		– Sell
-2,388
Closed -$71.5K – 192
2023
Q1 		$71.5K Buy
+2,388
New +$73.4K 0.02% 170

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Milestone Investment Advisors's CSX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 2,388 shares — an estimated $73.4K sold.

Milestone Investment Advisors first reported a position in CSX in Q1 2023 and held it in 2 quarters. The position peaked at $73.4K in Q3 2023. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,388 CSX Corp shares in Q4 2023, an estimated $73.4K.
  • Milestone Investment Advisors first reported a position in CSX Corp in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's CSX Corp position peaked at $73.4K in Q3 2023.
  • 1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.