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WR Wealth Planners’s CSX Corp CSX Stock Holding History

WR Wealth Planners’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 		$2.77K Sell
86
-84
-49% -$2.88K ﹤0.01% 797
2024
Q3 		$5.87K Hold
170
– – ﹤0.01% 715
2024
Q2 		$5.69K Sell
170
-431
-72% -$14.6K ﹤0.01% 700
2024
Q1 		$22.3K Buy
+601
New +$21.9K 0.01% 433

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

WR Wealth Planners's CSX Position: Q4 2024 in Review

WR Wealth Planners reduced its CSX Corp (CSX) stake by 49% in Q4 2024, selling an estimated $2.88K and leaving 86 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

WR Wealth Planners first reported a position in CSX in Q1 2024 and has held it in 4 quarters since. The position peaked at $22.3K in Q1 2024. 1,723 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • WR Wealth Planners held 86 shares of CSX Corp worth $2.77K as of Q4 2024.
  • WR Wealth Planners sold 84 CSX Corp shares in Q4 2024, an estimated $2.88K.
  • CSX Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #797 holding.
  • WR Wealth Planners first reported a position in CSX Corp in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's CSX Corp position peaked at $22.3K in Q1 2024.
  • 1,723 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.