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Tyler-Stone Wealth Management’s CSX Corp CSX Stock Holding History

Tyler-Stone 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
Q1 		– Sell
-360
Closed -$12.5K – 969
2023
Q4 		$12.5K Buy
+360
New +$11.5K 0.01% 597

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Tyler-Stone Wealth Management's CSX Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of CSX Corp (CSX) in Q1 2024, closing a stake of 360 shares — an estimated $12.5K sold.

Tyler-Stone Wealth Management first reported a position in CSX in Q4 2023 and held it in 1 quarter. The position peaked at $12.5K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold CSX as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining CSX Corp position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 360 CSX Corp shares in Q1 2024, an estimated $12.5K.
  • Tyler-Stone Wealth Management first reported a position in CSX Corp in Q4 2023 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's CSX Corp position peaked at $12.5K in Q4 2023.
  • 1,691 funds tracked by Wall St. Rank held CSX Corp as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.