Planned Solutions’s CSX Corp CSX Stock Holding History

Planned Solutions’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	-29	Closed	-$1K	–	223
2024 Q3	$1K	Buy	+29	New	+$984	﹤0.01%	585
2021 Q1	–	Sell	-138	Closed	-$4K	–	135
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	399
2020 Q3	$4K	Buy	+138	New	+$3.4K	﹤0.01%	285

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

Planned Solutions's CSX Position: Q4 2024 in Review

Planned Solutions sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 29 shares — an estimated $1K sold.

Planned Solutions first reported a position in CSX in Q3 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Planned Solutions reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 29 CSX Corp shares in Q4 2024, an estimated $1K.
Planned Solutions first reported a position in CSX Corp in Q3 2020 and held it in 3 quarters.
Planned Solutions's CSX Corp position peaked at $4K in Q4 2020.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.