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Castle Wealth Management’s Norfolk Southern NSC Stock Holding History

Castle 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
Q4 		– Sell
-496
Closed -$104K – 441
2022
Q3 		$104K Hold
496
– – 0.06% 147
2022
Q2 		$113K Buy
+496
New +$122K 0.07% 138

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Wealth Management's NSC Position: Q4 2022 in Review

Castle Wealth Management sold out of Norfolk Southern (NSC) in Q4 2022, closing a stake of 496 shares — an estimated $104K sold.

Castle Wealth Management first reported a position in NSC in Q2 2022 and held it in 2 quarters. The position peaked at $113K in Q2 2022. 1,589 funds tracked by Wall St. Rank hold NSC as of Q4 2022.

  • Castle Wealth Management reported no remaining Norfolk Southern position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 496 Norfolk Southern shares in Q4 2022, an estimated $104K.
  • Castle Wealth Management first reported a position in Norfolk Southern in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Norfolk Southern position peaked at $113K in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.