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Buckley Wealth Management’s Norfolk Southern NSC Stock Holding History

Buckley 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
2022
Q3 		– Sell
-1,175
Closed -$267K – 129
2022
Q2 		$267K Buy
1,175
+82
+8% +$20.1K 0.09% 121
2022
Q1 		$312K Buy
+1,093
New +$301K 0.08% 121

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Buckley Wealth Management's NSC Position: Q3 2022 in Review

Buckley Wealth Management sold out of Norfolk Southern (NSC) in Q3 2022, closing a stake of 1,175 shares — an estimated $267K sold.

Buckley Wealth Management first reported a position in NSC in Q1 2022 and held it in 2 quarters. The position peaked at $312K in Q1 2022. 1,500 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

  • Buckley Wealth Management reported no remaining Norfolk Southern position as of Q3 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 1,175 Norfolk Southern shares in Q3 2022, an estimated $267K.
  • Buckley Wealth Management first reported a position in Norfolk Southern in Q1 2022 and held it in 2 quarters.
  • Buckley Wealth Management's Norfolk Southern position peaked at $312K in Q1 2022.
  • 1,500 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Buckley Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.