Encompass Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Encompass 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
2024 Q4	–	Sell	-2,780	Closed	-$691K	–	124
2024 Q3	$691K	Hold	2,780	–	–	0.17%	118
2024 Q2	$597K	Hold	2,780	–	–	0.16%	121
2024 Q1	$709K	Hold	2,780	–	–	0.19%	110
2023 Q4	$657K	Hold	2,780	–	–	0.2%	100
2023 Q3	$547K	Hold	2,780	–	–	0.18%	104
2023 Q2	$630K	Hold	2,780	–	–	0.21%	92
2023 Q1	$589K	Hold	2,780	–	–	0.2%	92
2022 Q4	$685K	Hold	2,780	–	–	0.25%	73
2022 Q3	$583K	Buy	2,780 +30	+1%	+$7.21K	0.22%	87
2022 Q2	$625K	Hold	2,750	–	–	0.22%	81
2022 Q1	$784K	Hold	2,750	–	–	0.2%	84
2021 Q4	$819K	Hold	2,750	–	–	0.2%	85
2021 Q3	$657K	Sell	2,750 -2,000	-42%	-$513K	0.17%	105
2021 Q2	$1.26M	Hold	4,750	–	–	0.31%	63
2021 Q1	$1.37M	Hold	4,750	–	–	0.35%	55
2020 Q4	$1.13M	Buy	+4,750	New	+$1.08M	0.65%	33

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Encompass Wealth Advisors's NSC Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 2,780 shares — an estimated $691K sold.

Encompass Wealth Advisors first reported a position in NSC in Q4 2020 and held it in 16 quarters. The position peaked at $1.37M in Q1 2021. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

Encompass Wealth Advisors reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 2,780 Norfolk Southern shares in Q4 2024, an estimated $691K.
Encompass Wealth Advisors first reported a position in Norfolk Southern in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Norfolk Southern position peaked at $1.37M in Q1 2021.
1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.