Baker Tilly Wealth Management’s Norfolk Southern NSC Stock Holding History

Baker Tilly 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 Q3	–	Sell	-1,046	Closed	-$237K	–	526
2023 Q2	$237K	Sell	1,046 -21	-2%	-$4.46K	0.02%	495
2023 Q1	$226K	Buy	1,067 +18	+2%	+$4.16K	0.03%	500
2022 Q4	$258K	Buy	+1,049	New	+$248K	0.03%	461
2022 Q3	–	Sell	-929	Closed	-$211K	–	527
2022 Q2	$211K	Buy	929 +61	+7%	+$15K	0.03%	462
2022 Q1	$248K	Buy	868 +75	+9%	+$20.7K	0.03%	459
2021 Q4	$236K	Buy	+793	New	+$221K	0.03%	472

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Baker Tilly Wealth Management's NSC Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Norfolk Southern (NSC) in Q3 2023, closing a stake of 1,046 shares — an estimated $237K sold.

Baker Tilly Wealth Management first reported a position in NSC in Q4 2021 and held it in 6 quarters. The position peaked at $258K in Q4 2022. 1,442 funds tracked by Wall St. Rank hold NSC as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Norfolk Southern position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,046 Norfolk Southern shares in Q3 2023, an estimated $237K.
Baker Tilly Wealth Management first reported a position in Norfolk Southern in Q4 2021 and held it in 6 quarters.
Baker Tilly Wealth Management's Norfolk Southern position peaked at $258K in Q4 2022.
1,442 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.