Optimum Investment Advisors’s CSX Corp CSX Stock Holding History

Optimum 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	-4	Closed	-$123	–	664
2023 Q3	$123	Buy	+4	New	+$127	﹤0.01%	704
2018 Q4	–	Sell	-3,900	Closed	-$96K	–	970
2018 Q3	$96K	Sell	3,900 -900	-19%	-$21.4K	0.03%	405
2018 Q2	$102K	Hold	4,800	–	–	0.03%	399
2018 Q1	$89K	Buy	+4,800	New	+$89.7K	0.03%	426
2015 Q1	$86K	Hold	7,800	–	–	0.03%	405
2014 Q4	$94K	Hold	7,800	–	–	0.03%	382
2014 Q3	$83K	Hold	7,800	–	–	0.03%	376
2014 Q2	$80K	Buy	7,800 +600	+8%	+$5.84K	0.03%	384
2014 Q1	$70K	Hold	7,200	–	–	0.03%	349
2013 Q4	$69K	Sell	7,200 -3,000	-29%	-$26.9K	0.03%	344
2013 Q3	$88K	Buy	+10,200	New	+$85.6K	0.04%	295

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Optimum Investment Advisors sold out of CSX Corp (CSX) in Q4 2023, closing a stake of 4 shares — an estimated $123 sold.

Optimum Investment Advisors first reported a position in CSX in Q3 2013 and held it in 11 quarters. The position peaked at $102K in Q2 2018. 1,665 funds tracked by Wall St. Rank hold CSX as of Q4 2023.

Optimum Investment Advisors reported no remaining CSX Corp position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 4 CSX Corp shares in Q4 2023, an estimated $123.
Optimum Investment Advisors first reported a position in CSX Corp in Q3 2013 and held it in 11 quarters.
Optimum Investment Advisors's CSX Corp position peaked at $102K in Q2 2018.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.