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Kapstone Financial Advisors’s Norfolk Southern NSC Stock Holding History

Kapstone Financial 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
Q2 		– Sell
-890
Closed -$227K – 112
2024
Q1 		$227K Hold
890
– – 0.15% 95
2023
Q4 		$212K Buy
+890
New +$187K 0.17% 96
2023
Q3 		– Sell
-890
Closed -$208K – 96
2023
Q2 		$208K Buy
+890
New +$189K 0.17% 96
2023
Q1 		– Sell
-890
Closed -$227K – 99
2022
Q4 		$227K Buy
+890
New +$211K 0.21% 88

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Kapstone Financial Advisors's NSC Position: Q2 2024 in Review

Kapstone Financial Advisors sold out of Norfolk Southern (NSC) in Q2 2024, closing a stake of 890 shares — an estimated $227K sold.

Kapstone Financial Advisors first reported a position in NSC in Q4 2022 and held it in 4 quarters. The position peaked at $227K in Q1 2024. 1,562 funds tracked by Wall St. Rank hold NSC as of Q2 2024.

  • Kapstone Financial Advisors reported no remaining Norfolk Southern position as of Q2 2024 after selling out during the quarter.
  • Kapstone Financial Advisors sold 890 Norfolk Southern shares in Q2 2024, an estimated $227K.
  • Kapstone Financial Advisors first reported a position in Norfolk Southern in Q4 2022 and held it in 4 quarters.
  • Kapstone Financial Advisors's Norfolk Southern position peaked at $227K in Q1 2024.
  • 1,562 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2024.

Based on Kapstone Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.