PRW Wealth Management’s Norfolk Southern NSC Stock Holding History

PRW 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
2021 Q3	–	Sell	-5,940	Closed	-$1.58M	–	227
2021 Q2	$1.58M	Buy	+5,940	New	+$1.64M	0.46%	61
2019 Q2	–	Sell	-248	Closed	-$46K	–	465
2019 Q1	$46K	Hold	248	–	–	0.04%	148
2018 Q4	$36K	Buy	+248	New	+$40.8K	0.04%	167

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PRW Wealth Management's NSC Position: Q3 2021 in Review

PRW Wealth Management sold out of Norfolk Southern (NSC) in Q3 2021, closing a stake of 5,940 shares — an estimated $1.58M sold.

PRW Wealth Management first reported a position in NSC in Q4 2018 and held it in 3 quarters. The position peaked at $1.58M in Q2 2021. 1,489 funds tracked by Wall St. Rank hold NSC as of Q3 2021.

PRW Wealth Management reported no remaining Norfolk Southern position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 5,940 Norfolk Southern shares in Q3 2021, an estimated $1.58M.
PRW Wealth Management first reported a position in Norfolk Southern in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Norfolk Southern position peaked at $1.58M in Q2 2021.
1,489 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.