Curi Wealth Management’s Norfolk Southern NSC Stock Holding History

Curi 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
2024 Q1	–	Sell	-4,298	Closed	-$1.02M	–	96
2023 Q4	$1.02M	Sell	4,298 -31	-0.7%	-$6.5K	0.14%	65
2023 Q3	$852K	Buy	4,329 +616	+17%	+$133K	0.13%	66
2023 Q2	$842K	Buy	3,713 +3	+0.1%	+$637	0.11%	78
2023 Q1	$786K	Sell	3,710 -61	-2%	-$14.1K	0.11%	85
2022 Q4	$929K	Sell	3,771 -166	-4%	-$39.3K	0.13%	84
2022 Q3	$825K	Buy	3,937 +3,143	+396%	+$756K	0.14%	76
2022 Q2	$181K	Buy	794 +2	+0.3%	+$491	0.03%	126
2022 Q1	$225K	Buy	792 +205	+35%	+$56.5K	0.04%	109
2021 Q4	$174K	Buy	+587	New	+$164K	0.03%	117
2021 Q1	–	Sell	-428	Closed	-$101K	–	354
2020 Q4	$101K	Buy	+428	New	+$97.4K	0.07%	113

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Curi Wealth Management's NSC Position: Q1 2024 in Review

Curi Wealth Management sold out of Norfolk Southern (NSC) in Q1 2024, closing a stake of 4,298 shares — an estimated $1.02M sold.

Curi Wealth Management first reported a position in NSC in Q4 2020 and held it in 10 quarters. The position peaked at $1.02M in Q4 2023. 1,627 funds tracked by Wall St. Rank hold NSC as of Q1 2024.

Curi Wealth Management reported no remaining Norfolk Southern position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 4,298 Norfolk Southern shares in Q1 2024, an estimated $1.02M.
Curi Wealth Management first reported a position in Norfolk Southern in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Norfolk Southern position peaked at $1.02M in Q4 2023.
1,627 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.