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Selective Wealth Management’s CSX Corp CSX Stock Holding History

Selective Wealth Management’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
-6,809
Closed -$231K – 107
2024
Q3 		$231K Hold
6,809
– – 0.1% 96
2024
Q2 		$221K Sell
6,809
-901
-12% -$30.6K 0.1% 95
2024
Q1 		$273K Hold
7,710
– – 0.12% 87
2023
Q4 		$268K Sell
7,710
-657
-8% -$20.9K 0.13% 73
2023
Q3 		$258K Sell
8,367
-219
-3% -$6.94K 0.14% 66
2023
Q2 		$289K Buy
+8,586
New +$272K 0.14% 80
2022
Q4 		$268K Buy
8,366
+170
+2% +$5.11K 0.14% 94
2022
Q3 		$218K Sell
8,196
-600
-7% -$18.6K 0.09% 115
2022
Q2 		$256K Sell
8,796
-1,350
-13% -$44K 0.09% 117
2022
Q1 		$380K Hold
10,146
– – 0.14% 83
2021
Q4 		$382K Sell
10,146
-3,000
-23% -$106K 0.16% 72
2021
Q3 		$391K Buy
13,146
+4,350
+49% +$139K 0.21% 54
2021
Q2 		$282K Buy
8,796
+306
+4% +$10.1K 0.22% 51
2021
Q1 		$273K Sell
8,490
-150
-2% -$4.58K 0.25% 42
2020
Q4 		$261K Buy
8,640
+453
+6% +$13K 0.17% 48
2020
Q3 		$212K Hold
8,187
– – 0.17% 45
2020
Q2 		$190K Hold
8,187
– – 0.16% 50
2020
Q1 		$156K Hold
8,187
– – 0.24% 27
2019
Q4 		$197K Sell
8,187
-1,350
-14% -$31.9K 0.24% 30
2019
Q3 		$220K Hold
9,537
– – 0.3% 28
2019
Q2 		$246K Hold
9,537
– – 0.4% 31
2019
Q1 		$238K Buy
+9,537
New +$221K 0.29% 23
2018
Q3 		$235K Buy
+9,537
New +$227K 2.81% 10

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
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

Selective Wealth Management's CSX Position: Q4 2024 in Review

Selective Wealth Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 6,809 shares — an estimated $231K sold.

Selective Wealth Management first reported a position in CSX in Q3 2018 and held it in 23 quarters. The position peaked at $391K in Q3 2021. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • Selective Wealth Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • Selective Wealth Management sold 6,809 CSX Corp shares in Q4 2024, an estimated $231K.
  • Selective Wealth Management first reported a position in CSX Corp in Q3 2018 and held it in 23 quarters.
  • Selective Wealth Management's CSX Corp position peaked at $391K in Q3 2021.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Selective Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.