Liberty Wealth Management’s Norfolk Southern NSC Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-421	Closed	-$101K	–	782
2021 Q3	$101K	Hold	421	–	–	0.04%	286
2021 Q2	$112K	Buy	421 +1	+0.2%	+$276	0.04%	203
2021 Q1	$100K	Hold	420	–	–	0.05%	180
2020 Q4	$100K	Hold	420	–	–	0.05%	178
2020 Q3	$90K	Sell	420 -25	-6%	-$5.02K	0.05%	169
2020 Q2	$78K	Sell	445 -13	-3%	-$2.2K	0.05%	168
2020 Q1	$67K	Sell	458 -21	-4%	-$3.88K	0.06%	183
2019 Q4	$93K	Buy	479 +23	+5%	+$4.31K	0.07%	170
2019 Q3	$82K	Buy	456 +1	+0.2%	+$184	0.08%	165
2019 Q2	$91K	Buy	455 +1	+0.2%	+$198	0.08%	177
2019 Q1	$85K	Hold	454	–	–	0.06%	155
2018 Q4	$67K	Buy	+454	New	+$74.7K	0.05%	166

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Liberty Wealth Management's NSC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Norfolk Southern (NSC) in Q4 2021, closing a stake of 421 shares — an estimated $101K sold.

Liberty Wealth Management first reported a position in NSC in Q4 2018 and held it in 12 quarters. The position peaked at $112K in Q2 2021. 1,641 funds tracked by Wall St. Rank hold NSC as of Q4 2021.

Liberty Wealth Management reported no remaining Norfolk Southern position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 421 Norfolk Southern shares in Q4 2021, an estimated $101K.
Liberty Wealth Management first reported a position in Norfolk Southern in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Norfolk Southern position peaked at $112K in Q2 2021.
1,641 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.