Beam Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Beam 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
2021 Q4	–	Sell	-4,618	Closed	-$1.1M	–	125
2021 Q3	$1.1M	Buy	4,618 +36	+0.8%	+$9.23K	0.95%	30
2021 Q2	$1.22M	Hold	4,582	–	–	1.05%	28
2021 Q1	$1.23M	Buy	4,582 +12	+0.3%	+$3.04K	1.1%	28
2020 Q4	$1.09M	Hold	4,570	–	–	1.02%	31
2020 Q3	$978K	Hold	4,570	–	–	0.92%	32
2020 Q2	$816K	Buy	4,570 +6	+0.1%	+$1.02K	0.82%	41
2020 Q1	$666K	Sell	4,564 -126	-3%	-$23.3K	0.66%	46
2019 Q4	$910K	Buy	+4,690	New	+$880K	0.85%	38

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Beam Wealth Advisors's NSC Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Norfolk Southern (NSC) in Q4 2021, closing a stake of 4,618 shares — an estimated $1.1M sold.

Beam Wealth Advisors first reported a position in NSC in Q4 2019 and held it in 8 quarters. The position peaked at $1.23M in Q1 2021. 1,641 funds tracked by Wall St. Rank hold NSC as of Q4 2021.

Beam Wealth Advisors reported no remaining Norfolk Southern position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 4,618 Norfolk Southern shares in Q4 2021, an estimated $1.1M.
Beam Wealth Advisors first reported a position in Norfolk Southern in Q4 2019 and held it in 8 quarters.
Beam Wealth Advisors's Norfolk Southern position peaked at $1.23M in Q1 2021.
1,641 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.