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Bernardo Wealth Planning’s Norfolk Southern NSC Stock Holding History

Bernardo Wealth Planning’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
2024
Q4 		– Sell
-904
Closed -$224K – 113
2024
Q3 		$224K Buy
+904
New +$217K 0.05% 105
2021
Q1 		– Sell
-1,189
Closed -$282K – 124
2020
Q4 		$282K Buy
1,189
+1
+0.1% +$228 0.11% 138
2020
Q3 		$254K Sell
1,188
-23
-2% -$4.62K 0.11% 132
2020
Q2 		$212K Buy
+1,211
New +$205K 0.11% 128
2020
Q1 		– Sell
-1,694
Closed -$328K – 147
2019
Q4 		$328K Sell
1,694
-52
-3% -$9.75K 0.2% 117
2019
Q3 		$313K Buy
1,746
+2
+0.1% +$368 0.23% 112
2019
Q2 		$348K Sell
1,744
-40
-2% -$7.93K 0.27% 105
2019
Q1 		$334K Sell
1,784
-13
-0.7% -$2.25K 0.26% 103
2018
Q4 		$269K Buy
+1,797
New +$296K 0.24% 107

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bernardo Wealth Planning's NSC Position: Q4 2024 in Review

Bernardo Wealth Planning sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 904 shares — an estimated $224K sold.

Bernardo Wealth Planning first reported a position in NSC in Q4 2018 and held it in 9 quarters. The position peaked at $348K in Q2 2019. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Bernardo Wealth Planning reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
  • Bernardo Wealth Planning sold 904 Norfolk Southern shares in Q4 2024, an estimated $224K.
  • Bernardo Wealth Planning first reported a position in Norfolk Southern in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Norfolk Southern position peaked at $348K in Q2 2019.
  • 1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Bernardo Wealth Planning's 13F filing for Q4 2024, filed 16 Jan 2025.