NFA
NSC icon

Northwest Financial Advisors’s Norfolk Southern NSC Stock Holding History

Northwest 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
Q4 		– Sell
-89
Closed -$22.1K – 388
2024
Q3 		$22.1K Buy
+89
New +$21.3K 0.02% 310
2024
Q1 		– Sell
-236
Closed -$55.8K – 370
2023
Q4 		$55.8K Buy
+236
New +$49.5K 0.05% 197

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Northwest Financial Advisors's NSC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 89 shares — an estimated $22.1K sold.

Northwest Financial Advisors first reported a position in NSC in Q4 2023 and held it in 2 quarters. The position peaked at $55.8K in Q4 2023. 1,688 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 89 Norfolk Southern shares in Q4 2024, an estimated $22.1K.
  • Northwest Financial Advisors first reported a position in Norfolk Southern in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Norfolk Southern position peaked at $55.8K in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.