U.S. Capital Wealth Advisors’s CSX Corp CSX Stock Holding History

U.S. Capital Wealth 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
2025 Q1	–	Sell	-15,516	Closed	-$501K	–	848
2024 Q4	$501K	Buy	+15,516	New	+$532K	0.02%	560
2023 Q1	–	Sell	-756	Closed	-$23.4K	–	826
2022 Q4	$23.4K	Buy	+756	New	+$22.7K	﹤0.01%	1076

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

U.S. Capital Wealth Advisors's CSX Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of CSX Corp (CSX) in Q1 2025, closing a stake of 15,516 shares — an estimated $501K sold.

U.S. Capital Wealth Advisors first reported a position in CSX in Q4 2022 and held it in 2 quarters. The position peaked at $501K in Q4 2024. 1,665 funds tracked by Wall St. Rank hold CSX as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining CSX Corp position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 15,516 CSX Corp shares in Q1 2025, an estimated $501K.
U.S. Capital Wealth Advisors first reported a position in CSX Corp in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's CSX Corp position peaked at $501K in Q4 2024.
1,665 funds tracked by Wall St. Rank held CSX Corp as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.