Marcum Wealth’s Norfolk Southern NSC Stock Holding History

Marcum Wealth’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 Q3	–	Sell	-916	Closed	-$208K	–	389
2023 Q2	$208K	Buy	+916	New	+$195K	0.02%	324

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Marcum Wealth's NSC Position: Q3 2023 in Review

Marcum Wealth sold out of Norfolk Southern (NSC) in Q3 2023, closing a stake of 916 shares — an estimated $208K sold.

Marcum Wealth first reported a position in NSC in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 1,442 funds tracked by Wall St. Rank hold NSC as of Q3 2023.

Marcum Wealth reported no remaining Norfolk Southern position as of Q3 2023 after selling out during the quarter.
Marcum Wealth sold 916 Norfolk Southern shares in Q3 2023, an estimated $208K.
Marcum Wealth first reported a position in Norfolk Southern in Q2 2023 and held it in 1 quarter.
Marcum Wealth's Norfolk Southern position peaked at $208K in Q2 2023.
1,442 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2023.

Based on Marcum Wealth's 13F filing for Q3 2023, filed 10 Oct 2023.