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Outlook Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-1,224
Closed -$312K – 282
2024
Q1 		$312K Buy
1,224
+140
+13% +$34.6K 0.1% 203
2023
Q4 		$256K Buy
+1,084
New +$227K 0.09% 188
2023
Q1 		– Sell
-2,779
Closed -$685K – 193
2022
Q4 		$685K Buy
2,779
+3
+0.1% +$710 0.33% 78
2022
Q3 		$582K Buy
2,776
+7
+0.3% +$1.68K 0.26% 94
2022
Q2 		$629K Buy
2,769
+109
+4% +$26.8K 0.26% 102
2022
Q1 		$759K Sell
2,660
-15
-0.6% -$4.13K 0.25% 101
2021
Q4 		$797K Buy
2,675
+35
+1% +$9.77K 0.23% 100
2021
Q3 		$632K Buy
2,640
+20
+0.8% +$5.13K 0.21% 118
2021
Q2 		$695K Buy
2,620
+176
+7% +$48.6K 0.22% 111
2021
Q1 		$656K Sell
2,444
-221
-8% -$56K 0.23% 109
2020
Q4 		$633K Buy
2,665
+79
+3% +$18K 0.23% 105
2020
Q3 		$553K Buy
2,586
+93
+4% +$18.7K 0.22% 102
2020
Q2 		$438K Buy
2,493
+170
+7% +$28.8K 0.19% 115
2020
Q1 		$339K Buy
2,323
+149
+7% +$27.5K 0.19% 109
2019
Q4 		$421K Buy
2,174
+3
+0.1% +$563 0.24% 79
2019
Q3 		$390K Sell
2,171
-66
-3% -$12.1K 0.23% 99
2019
Q2 		$446K Buy
2,237
+120
+6% +$23.8K 0.29% 84
2019
Q1 		$396K Buy
2,117
+1,712
+423% +$296K 0.33% 78
2018
Q4 		$606K Buy
+405
New +$66.6K 0.28% 88

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Outlook Wealth Advisors's NSC Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Norfolk Southern (NSC) in Q2 2024, closing a stake of 1,224 shares — an estimated $312K sold.

Outlook Wealth Advisors first reported a position in NSC in Q4 2018 and held it in 19 quarters. The position peaked at $797K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold NSC as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Norfolk Southern position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,224 Norfolk Southern shares in Q2 2024, an estimated $312K.
  • Outlook Wealth Advisors first reported a position in Norfolk Southern in Q4 2018 and held it in 19 quarters.
  • Outlook Wealth Advisors's Norfolk Southern position peaked at $797K in Q4 2021.
  • 1,561 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.