Schneider Downs Wealth Management Advisors’s CSX Corp CSX Stock Holding History

Schneider Downs Wealth Management 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	-6,135	Closed	-$212K	–	140
2024 Q3	$212K	Hold	6,135	–	–	0.04%	132
2024 Q2	$205K	Sell	6,135 -200	-3%	-$6.79K	0.05%	127
2024 Q1	$235K	Buy	6,335 +200	+3%	+$7.3K	0.05%	120
2023 Q4	$213K	Buy	+6,135	New	+$195K	0.06%	111
2023 Q3	–	Sell	-6,135	Closed	-$209K	–	109
2023 Q2	$209K	Buy	+6,135	New	+$194K	0.05%	107
2022 Q1	–	Sell	-5,556	Closed	-$209K	–	152
2021 Q4	$209K	Buy	+5,556	New	+$196K	0.05%	147

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

Schneider Downs Wealth Management Advisors's CSX Position: Q4 2024 in Review

Schneider Downs Wealth Management Advisors sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,135 shares — an estimated $212K sold.

Schneider Downs Wealth Management Advisors first reported a position in CSX in Q4 2021 and held it in 6 quarters. The position peaked at $235K in Q1 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Schneider Downs Wealth Management Advisors reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 6,135 CSX Corp shares in Q4 2024, an estimated $212K.
Schneider Downs Wealth Management Advisors first reported a position in CSX Corp in Q4 2021 and held it in 6 quarters.
Schneider Downs Wealth Management Advisors's CSX Corp position peaked at $235K in Q1 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.