9258 Wealth Management’s Norfolk Southern NSC Stock Holding History

9258 Wealth Management’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-896	Closed	-$256K	–	349
2022 Q1	$256K	Sell	896 -136	-13%	-$37.5K	0.06%	309
2021 Q4	$307K	Buy	1,032 +108	+12%	+$30.2K	0.07%	283
2021 Q3	$221K	Buy	924 +48	+5%	+$12.3K	0.06%	318
2021 Q2	$232K	Buy	876 +92	+12%	+$25.4K	0.06%	305
2021 Q1	$211K	Buy	+784	New	+$199K	0.06%	303

Other funds holding NSC

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

9258 Wealth Management's NSC Position: Q2 2022 in Review

9258 Wealth Management sold out of Norfolk Southern (NSC) in Q2 2022, closing a stake of 896 shares — an estimated $256K sold.

9258 Wealth Management first reported a position in NSC in Q1 2021 and held it in 5 quarters. The position peaked at $307K in Q4 2021. 1,541 funds tracked by Wall St. Rank hold NSC as of Q2 2022.

9258 Wealth Management reported no remaining Norfolk Southern position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 896 Norfolk Southern shares in Q2 2022, an estimated $256K.
9258 Wealth Management first reported a position in Norfolk Southern in Q1 2021 and held it in 5 quarters.
9258 Wealth Management's Norfolk Southern position peaked at $307K in Q4 2021.
1,541 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.