Financial Synergies Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Financial Synergies 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	-886	Closed	-$220K	–	78
2024 Q3	$220K	Buy	+886	New	+$212K	0.03%	70
2024 Q2	–	Sell	-1,771	Closed	-$451K	–	323
2024 Q1	$451K	Buy	1,771 +1,766	+35,320%	+$437K	0.06%	56
2023 Q4	$1.23K	Buy	+5	New	+$1.05K	﹤0.01%	305
2023 Q1	–	Sell	-5	Closed	-$1.23K	–	508
2022 Q4	$1.23K	Hold	5	–	–	﹤0.01%	305
2022 Q3	$1.05K	Sell	5 -3	-38%	-$721	﹤0.01%	295
2022 Q2	$1.82K	Buy	+8	New	+$1.97K	﹤0.01%	246

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 $1.88B AUM 29.07% 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 $113B AUM 38.87% 1-Year Est. Return

Financial Synergies Wealth Advisors's NSC Position: Q4 2024 in Review

Financial Synergies Wealth Advisors sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 886 shares — an estimated $220K sold.

Financial Synergies Wealth Advisors first reported a position in NSC in Q2 2022 and held it in 6 quarters. The position peaked at $451K in Q1 2024. 1,684 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

Financial Synergies Wealth Advisors reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 886 Norfolk Southern shares in Q4 2024, an estimated $220K.
Financial Synergies Wealth Advisors first reported a position in Norfolk Southern in Q2 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Norfolk Southern position peaked at $451K in Q1 2024.
1,684 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

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