AWM
NSC icon

Avaii Wealth Management’s Norfolk Southern NSC Stock Holding History

Avaii 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
2023
Q1 		– Sell
-1,598
Closed -$394K – 134
2022
Q4 		$394K Buy
+1,598
New +$378K 0.35% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avaii Wealth Management's NSC Position: Q1 2023 in Review

Avaii Wealth Management sold out of Norfolk Southern (NSC) in Q1 2023, closing a stake of 1,598 shares — an estimated $394K sold.

Avaii Wealth Management first reported a position in NSC in Q4 2022 and held it in 1 quarter. The position peaked at $394K in Q4 2022. 1,497 funds tracked by Wall St. Rank hold NSC as of Q1 2023.

  • Avaii Wealth Management reported no remaining Norfolk Southern position as of Q1 2023 after selling out during the quarter.
  • Avaii Wealth Management sold 1,598 Norfolk Southern shares in Q1 2023, an estimated $394K.
  • Avaii Wealth Management first reported a position in Norfolk Southern in Q4 2022 and held it in 1 quarter.
  • Avaii Wealth Management's Norfolk Southern position peaked at $394K in Q4 2022.
  • 1,497 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2023.

Based on Avaii Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.