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Pacific Capital Wealth Advisors’s CSX Corp CSX Stock Holding History

Pacific Capital Wealth 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
-96
Closed -$3.31K – 425
2024
Q3 		$3.31K Buy
+96
New +$3.26K ﹤0.01% 365

Other funds holding CSX

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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

Pacific Capital Wealth Advisors's CSX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 96 shares — an estimated $3.31K sold.

Pacific Capital Wealth Advisors first reported a position in CSX in Q3 2024 and held it in 1 quarter. The position peaked at $3.31K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 96 CSX Corp shares in Q4 2024, an estimated $3.31K.
  • Pacific Capital Wealth Advisors first reported a position in CSX Corp in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CSX Corp position peaked at $3.31K in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.