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CLA (CliftonLarsonAllen) Wealth Advisors’s Norfolk Southern NSC Stock Holding History

CLA (CliftonLarsonAllen) 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
-1,555
Closed -$372K – 255
2021
Q3 		$372K Buy
1,555
+7
+0.5% +$1.79K 0.01% 256
2021
Q2 		$411K Buy
+1,548
New +$427K 0.02% 248
2015
Q3 		– Sell
-2,460
Closed -$215K – 145
2015
Q2 		$215K Buy
+2,460
New +$240K 0.04% 152

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NSC Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Norfolk Southern (NSC) in Q4 2021, closing a stake of 1,555 shares — an estimated $372K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NSC in Q2 2015 and held it in 3 quarters. The position peaked at $411K in Q2 2021. 1,641 funds tracked by Wall St. Rank hold NSC as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Norfolk Southern position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,555 Norfolk Southern shares in Q4 2021, an estimated $372K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Norfolk Southern in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Norfolk Southern position peaked at $411K in Q2 2021.
  • 1,641 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.