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BDO Wealth Advisors’s Norfolk Southern NSC Stock Holding History

BDO Wealth Advisors’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
Q2 		$1.24M Buy
5,475
+1,124
+26% +$239K 0.14% 117
2023
Q1 		$922K Sell
4,351
-270
-6% -$62.5K 0.11% 132
2022
Q4 		$1.14M Buy
4,621
+264
+6% +$62.5K 0.14% 122
2022
Q3 		$913K Sell
4,357
-92
-2% -$22.1K 0.12% 129
2022
Q2 		$1.01M Sell
4,449
-47
-1% -$11.5K 0.12% 124
2022
Q1 		$1.28M Buy
4,496
+93
+2% +$25.6K 0.14% 116
2021
Q4 		$1.31M Buy
4,403
+93
+2% +$26K 0.14% 116
2021
Q3 		$1.03M Buy
4,310
+147
+4% +$37.7K 0.11% 129
2021
Q2 		$1.1M Buy
4,163
+43
+1% +$11.9K 0.12% 125
2021
Q1 		$1.11M Sell
4,120
-156
-4% -$39.5K 0.13% 121
2020
Q4 		$1.02M Sell
4,276
-82
-2% -$18.7K 0.14% 101
2020
Q3 		$933K Buy
4,358
+12
+0.3% +$2.41K 0.15% 100
2020
Q2 		$763K Sell
4,346
-20
-0.5% -$3.39K 0.13% 109
2020
Q1 		$637K Buy
4,366
+15
+0.3% +$2.77K 0.13% 113
2019
Q4 		$845K Buy
4,351
+16
+0.4% +$3K 0.22% 84
2019
Q3 		$779K Sell
4,335
-59
-1% -$10.9K 0.2% 92
2019
Q2 		$876K Buy
4,394
+171
+4% +$33.9K 0.24% 84
2019
Q1 		$789K Buy
4,223
+357
+9% +$61.7K 0.23% 84
2018
Q4 		$578K Buy
3,866
+149
+4% +$24.5K 0.2% 91
2018
Q3 		$671K Buy
3,717
+290
+8% +$49.5K 0.22% 86
2018
Q2 		$517K Buy
3,427
+171
+5% +$25K 0.18% 91
2018
Q1 		$442K Buy
3,256
+442
+16% +$63.6K 0.17% 90
2017
Q4 		$408K Sell
2,814
-325
-10% -$43.6K 0.18% 86
2017
Q3 		$415K Sell
3,139
-19
-0.6% -$2.31K 0.21% 77
2017
Q2 		$384K Buy
+3,158
New +$371K 0.17% 95

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

BDO Wealth Advisors's NSC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Norfolk Southern (NSC) stake by 26% in Q2 2023, buying an estimated $239K and bringing the position to 5,475 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #117.

BDO Wealth Advisors first reported a position in NSC in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.31M in Q4 2021. 1,527 funds tracked by Wall St. Rank hold NSC as of Q2 2023.

  • BDO Wealth Advisors held 5,475 shares of Norfolk Southern worth $1.24M as of Q2 2023.
  • BDO Wealth Advisors bought 1,124 Norfolk Southern shares in Q2 2023, an estimated $239K.
  • Norfolk Southern made up 0.14% of BDO Wealth Advisors's portfolio in Q2 2023, its #117 holding.
  • BDO Wealth Advisors first reported a position in Norfolk Southern in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Norfolk Southern position peaked at $1.31M in Q4 2021.
  • 1,527 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.