PWP
NSC icon

Precedent Wealth Partners’s Norfolk Southern NSC Stock Holding History

Precedent Wealth Partners’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
Q3 		– Sell
-2,314
Closed -$497K – 146
2024
Q2 		$497K Sell
2,314
-1,611
-41% -$374K 0.2% 103
2024
Q1 		$1M Buy
3,925
+367
+10% +$90.8K 0.43% 64
2023
Q4 		$841K Buy
+3,558
New +$746K 0.43% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Precedent Wealth Partners's NSC Position: Q3 2024 in Review

Precedent Wealth Partners sold out of Norfolk Southern (NSC) in Q3 2024, closing a stake of 2,314 shares — an estimated $497K sold.

Precedent Wealth Partners first reported a position in NSC in Q4 2023 and held it in 3 quarters. The position peaked at $1M in Q1 2024. 1,609 funds tracked by Wall St. Rank hold NSC as of Q3 2024.

  • Precedent Wealth Partners reported no remaining Norfolk Southern position as of Q3 2024 after selling out during the quarter.
  • Precedent Wealth Partners sold 2,314 Norfolk Southern shares in Q3 2024, an estimated $497K.
  • Precedent Wealth Partners first reported a position in Norfolk Southern in Q4 2023 and held it in 3 quarters.
  • Precedent Wealth Partners's Norfolk Southern position peaked at $1M in Q1 2024.
  • 1,609 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2024.

Based on Precedent Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.