Lumature Wealth Partners’s Norfolk Southern NSC Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$45.4K	Hold	200	–	–	0.03%	225
2023 Q1	$42.4K	Hold	200	–	–	0.02%	225
2022 Q4	$49.3K	Hold	200	–	–	0.03%	219
2022 Q3	$42K	Hold	200	–	–	0.02%	237
2022 Q2	$45K	Hold	200	–	–	0.02%	239
2022 Q1	$57K	Hold	200	–	–	0.02%	249
2021 Q4	$60K	Hold	200	–	–	0.02%	217
2021 Q3	$48K	Hold	200	–	–	0.02%	234
2021 Q2	$53K	Hold	200	–	–	0.02%	228
2021 Q1	$54K	Buy	+200	New	+$50.7K	0.03%	226

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Lumature Wealth Partners's NSC Position: Q2 2023 in Review

Lumature Wealth Partners held its Norfolk Southern (NSC) position steady in Q2 2023 at 200 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #225.

Lumature Wealth Partners first reported a position in NSC in Q1 2021 and has held it in 10 quarters since. The position peaked at $60K in Q4 2021. 1,528 funds tracked by Wall St. Rank hold NSC as of Q2 2023.

Lumature Wealth Partners held 200 shares of Norfolk Southern worth $45.4K as of Q2 2023.
Lumature Wealth Partners left its Norfolk Southern share count unchanged in Q2 2023.
Norfolk Southern made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #225 holding.
Lumature Wealth Partners first reported a position in Norfolk Southern in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Norfolk Southern position peaked at $60K in Q4 2021.
1,528 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.