Joseph P. Lucia & Associates’s Norfolk Southern NSC Stock Holding History

Joseph P. Lucia & Associates’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	-25	Closed	-$6K	–	329
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	338
2022 Q1	$7K	Buy	+25	New	+$6.89K	﹤0.01%	345
2021 Q4	–	Sell	-25	Closed	-$6K	–	407
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	426
2021 Q2	$7K	Hold	25	–	–	﹤0.01%	417
2021 Q1	$7K	Buy	25 +10	+67%	+$2.53K	﹤0.01%	399
2020 Q4	$4K	Buy	+15	New	+$3.41K	﹤0.01%	407
2020 Q3	–	Sell	-25	Closed	-$4K	–	326
2020 Q2	$4K	Hold	25	–	–	﹤0.01%	390
2020 Q1	$4K	Hold	25	–	–	﹤0.01%	358
2019 Q4	$5K	Hold	25	–	–	﹤0.01%	362
2019 Q3	$4K	Hold	25	–	–	﹤0.01%	377
2019 Q2	$5K	Sell	25 -4,825	-99%	-$957K	0.01%	367
2019 Q1	$25	Buy	+4,850	New	+$839K	﹤0.01%	314

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

Joseph P. Lucia & Associates's NSC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Norfolk Southern (NSC) in Q3 2022, closing a stake of 25 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in NSC in Q1 2019 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 1,500 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Norfolk Southern position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 25 Norfolk Southern shares in Q3 2022, an estimated $6K.
Joseph P. Lucia & Associates first reported a position in Norfolk Southern in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Norfolk Southern position peaked at $7K in Q1 2022.
1,500 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.