Halpern Financial’s Norfolk Southern NSC Stock Holding History

Halpern Financial’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 Q3	–	Sell	-29	Closed	-$6.59K	–	280
2022 Q2	$6.59K	Buy	+29	New	+$7.12K	﹤0.01%	185

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Halpern Financial's NSC Position: Q3 2022 in Review

Halpern Financial sold out of Norfolk Southern (NSC) in Q3 2022, closing a stake of 29 shares — an estimated $6.59K sold.

Halpern Financial first reported a position in NSC in Q2 2022 and held it in 1 quarter. The position peaked at $6.59K in Q2 2022. 1,500 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

Halpern Financial reported no remaining Norfolk Southern position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 29 Norfolk Southern shares in Q3 2022, an estimated $6.59K.
Halpern Financial first reported a position in Norfolk Southern in Q2 2022 and held it in 1 quarter.
Halpern Financial's Norfolk Southern position peaked at $6.59K in Q2 2022.
1,500 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.