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Heritage Wealth Management (Arizona)’s Norfolk Southern NSC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$42.9K Buy
174
+104
+149% +$24.6K 0.01% 522
2022
Q3 		$15K Hold
70
– – ﹤0.01% 591
2022
Q2 		$15.9K Hold
70
– – 0.01% 579
2022
Q1 		$20K Buy
+70
New +$19.3K 0.01% 602
2021
Q3 		$17K Hold
70
– – 0.01% 582
2021
Q2 		$19K Sell
70
-20
-22% -$5.52K 0.01% 565
2021
Q1 		$24K Buy
+90
New +$22.8K 0.01% 470

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NSC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Norfolk Southern (NSC) stake by 149% in Q4 2022, buying an estimated $24.6K and bringing the position to 174 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #522.

Heritage Wealth Management (Arizona) first reported a position in NSC in Q1 2021 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold NSC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 174 shares of Norfolk Southern worth $42.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 104 Norfolk Southern shares in Q4 2022, an estimated $24.6K.
  • Norfolk Southern made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #522 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Norfolk Southern in Q1 2021 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.