AWM
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Altium Wealth Management’s Norfolk Southern NSC Stock Holding History

Altium 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 		$573K Sell
2,521
-326
-11% -$80.1K 0.04% 217
2022
Q1 		$812K Sell
2,847
-41
-1% -$11.3K 0.05% 184
2021
Q4 		$860K Sell
2,888
-1,164
-29% -$325K 0.06% 173
2021
Q3 		$969K Sell
4,052
-36
-0.9% -$9.23K 0.07% 139
2021
Q2 		$1.08M Sell
4,088
-127
-3% -$35.1K 0.08% 119
2021
Q1 		$1.13M Buy
4,215
+170
+4% +$43.1K 0.09% 110
2020
Q4 		$961K Buy
4,045
+190
+5% +$43.2K 0.09% 109
2020
Q3 		$825K Buy
3,855
+117
+3% +$23.5K 0.09% 107
2020
Q2 		$656K Sell
3,738
-313
-8% -$53K 0.07% 122
2020
Q1 		$591K Buy
4,051
+2,196
+118% +$405K 0.08% 122
2019
Q4 		$360K Buy
1,855
+484
+35% +$90.8K 0.04% 199
2019
Q3 		$246K Sell
1,371
-215
-14% -$39.6K 0.03% 239
2019
Q2 		$316K Sell
1,586
-433
-21% -$85.9K 0.05% 209
2019
Q1 		$377K Buy
2,019
+261
+15% +$45.1K 0.06% 190
2018
Q4 		$263K Buy
+1,758
New +$289K 0.05% 224

Other funds holding NSC

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Altium Wealth Management reduced its Norfolk Southern (NSC) stake by 11% in Q2 2022, selling an estimated $80.1K and leaving 2,521 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #217.

Altium Wealth Management first reported a position in NSC in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.13M in Q1 2021. 1,541 funds tracked by Wall St. Rank hold NSC as of Q2 2022.

  • Altium Wealth Management held 2,521 shares of Norfolk Southern worth $573K as of Q2 2022.
  • Altium Wealth Management sold 326 Norfolk Southern shares in Q2 2022, an estimated $80.1K.
  • Norfolk Southern made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #217 holding.
  • Altium Wealth Management first reported a position in Norfolk Southern in Q4 2018 and has held it in 15 quarters since.
  • Altium Wealth Management's Norfolk Southern position peaked at $1.13M in Q1 2021.
  • 1,541 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.