NWM
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NEIRG Wealth Management’s Norfolk Southern NSC Stock Holding History

NEIRG 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
2023
Q2 		– Sell
-1,775
Closed -$376K – 154
2023
Q1 		$376K Sell
1,775
-133
-7% -$30.8K 0.07% 114
2022
Q4 		$470K Sell
1,908
-113
-6% -$26.7K 0.09% 109
2022
Q3 		$424K Sell
2,021
-2,662
-57% -$640K 0.08% 108
2022
Q2 		$1.06M Sell
4,683
-8,729
-65% -$2.14M 0.23% 83
2022
Q1 		$3.83M Sell
13,412
-2,282
-15% -$629K 0.75% 37
2021
Q4 		$4.67M Buy
+15,694
New +$4.38M 0.9% 34

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEIRG Wealth Management's NSC Position: Q2 2023 in Review

NEIRG Wealth Management sold out of Norfolk Southern (NSC) in Q2 2023, closing a stake of 1,775 shares — an estimated $376K sold.

NEIRG Wealth Management first reported a position in NSC in Q4 2021 and held it in 6 quarters. The position peaked at $4.67M in Q4 2021. 1,526 funds tracked by Wall St. Rank hold NSC as of Q2 2023.

  • NEIRG Wealth Management reported no remaining Norfolk Southern position as of Q2 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 1,775 Norfolk Southern shares in Q2 2023, an estimated $376K.
  • NEIRG Wealth Management first reported a position in Norfolk Southern in Q4 2021 and held it in 6 quarters.
  • NEIRG Wealth Management's Norfolk Southern position peaked at $4.67M in Q4 2021.
  • 1,526 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2023.

Based on NEIRG Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.