Smith & Howard Wealth Management’s CSX Corp CSX Stock Holding History

Smith & Howard 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	-10,644	Closed	-$368K	–	84
2024 Q3	$368K	Hold	10,644	–	–	0.1%	58
2024 Q2	$356K	Buy	+10,644	New	+$361K	0.11%	58
2020 Q3	–	Sell	-10,806	Closed	-$251K	–	66
2020 Q2	$251K	Buy	10,806 +78	+0.7%	+$1.73K	0.16%	53
2020 Q1	$205K	Hold	10,728	–	–	0.13%	64
2019 Q4	$259K	Buy	10,728 +1,728	+19%	+$40.9K	0.09%	70
2019 Q3	$208K	Hold	9,000	–	–	0.08%	72
2019 Q2	$232K	Hold	9,000	–	–	0.1%	53
2019 Q1	$224K	Buy	+9,000	New	+$208K	0.11%	50
2018 Q4	–	Sell	-9,000	Closed	-$222K	–	58
2018 Q3	$222K	Buy	+9,000	New	+$214K	0.09%	44
2018 Q2	–	Sell	-11,370	Closed	-$211K	–	47
2018 Q1	$211K	Hold	11,370	–	–	0.09%	44
2017 Q4	$208K	Hold	11,370	–	–	0.1%	38
2017 Q3	$206K	Sell	11,370 -2,130	-16%	-$36.6K	0.1%	40
2017 Q2	$246K	Hold	13,500	–	–	0.12%	45
2017 Q1	$209K	Buy	+13,500	New	+$206K	0.1%	50
2014 Q1	–	Sell	-9,000	Closed	-$86K	–	75
2013 Q4	$86K	Hold	9,000	–	–	0.05%	92
2013 Q3	$77K	Hold	9,000	–	–	0.05%	93
2013 Q2	$70K	Buy	+9,000	New	+$73.8K	0.04%	92

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

Smith & Howard Wealth Management's CSX Position: Q4 2024 in Review

Smith & Howard Wealth Management sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 10,644 shares — an estimated $368K sold.

Smith & Howard Wealth Management first reported a position in CSX in Q2 2013 and held it in 17 quarters. The position peaked at $368K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

Smith & Howard Wealth Management reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
Smith & Howard Wealth Management sold 10,644 CSX Corp shares in Q4 2024, an estimated $368K.
Smith & Howard Wealth Management first reported a position in CSX Corp in Q2 2013 and held it in 17 quarters.
Smith & Howard Wealth Management's CSX Corp position peaked at $368K in Q3 2024.
1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.