Polaris Wealth Advisory Group’s Norfolk Southern NSC Stock Holding History

Polaris Wealth Advisory Group’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
2020 Q1	–	Sell	-19,183	Closed	-$3.96M	–	160
2019 Q4	$3.96M	Sell	19,183 -748	-4%	-$140K	0.26%	71
2019 Q3	$3.38M	Buy	+19,931	New	+$3.67M	0.28%	59
2018 Q4	–	Sell	-934	Closed	-$169K	–	340
2018 Q3	$169K	Buy	+934	New	+$160K	0.01%	167
2018 Q2	–	Sell	-934	Closed	-$127K	–	359
2018 Q1	$127K	Buy	+934	New	+$134K	0.01%	158
2015 Q2	–	Sell	-4,767	Closed	-$491K	–	81
2015 Q1	$491K	Buy	4,767 +152	+3%	+$16.3K	0.09%	70
2014 Q4	$506K	Buy	4,615 +95	+2%	+$10.4K	0.1%	64
2014 Q3	$504K	Buy	4,520 +365	+9%	+$38.7K	0.11%	54
2014 Q2	$428K	Buy	4,155 +245	+6%	+$24K	0.1%	63
2014 Q1	$380K	Buy	+3,910	New	+$363K	0.09%	66

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's NSC Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Norfolk Southern (NSC) in Q1 2020, closing a stake of 19,183 shares — an estimated $3.96M sold.

Polaris Wealth Advisory Group first reported a position in NSC in Q1 2014 and held it in 9 quarters. The position peaked at $3.96M in Q4 2019. 1,261 funds tracked by Wall St. Rank hold NSC as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining Norfolk Southern position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 19,183 Norfolk Southern shares in Q1 2020, an estimated $3.96M.
Polaris Wealth Advisory Group first reported a position in Norfolk Southern in Q1 2014 and held it in 9 quarters.
Polaris Wealth Advisory Group's Norfolk Southern position peaked at $3.96M in Q4 2019.
1,261 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.