RWB
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RMR Wealth Builders’s Norfolk Southern NSC Stock Holding History

RMR Wealth Builders’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
2023
Q1 		– Sell
-970
Closed -$239K – 217
2022
Q4 		$239K Sell
970
-65
-6% -$15.4K 0.05% 170
2022
Q3 		$217K Hold
1,035
– – 0.05% 176
2022
Q2 		$235K Buy
1,035
+69
+7% +$16.9K 0.06% 163
2022
Q1 		$276K Buy
+966
New +$266K 0.06% 166
2021
Q2 		– Sell
-935
Closed -$251K – 505
2021
Q1 		$251K Buy
935
+406
+77% +$103K 0.07% 161
2020
Q4 		$126K Sell
529
-426
-45% -$96.9K 0.06% 189
2020
Q3 		$204K Buy
955
+492
+106% +$98.8K 0.05% 200
2020
Q2 		$81K Buy
+463
New +$78.4K 0.07% 184
2019
Q4 		$90K Buy
+463
New +$86.8K 0.09% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's NSC Position: Q1 2023 in Review

RMR Wealth Builders sold out of Norfolk Southern (NSC) in Q1 2023, closing a stake of 970 shares — an estimated $239K sold.

RMR Wealth Builders first reported a position in NSC in Q4 2019 and held it in 9 quarters. The position peaked at $276K in Q1 2022. 1,497 funds tracked by Wall St. Rank hold NSC as of Q1 2023.

  • RMR Wealth Builders reported no remaining Norfolk Southern position as of Q1 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 970 Norfolk Southern shares in Q1 2023, an estimated $239K.
  • RMR Wealth Builders first reported a position in Norfolk Southern in Q4 2019 and held it in 9 quarters.
  • RMR Wealth Builders's Norfolk Southern position peaked at $276K in Q1 2022.
  • 1,497 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2023.

Based on RMR Wealth Builders's 13F filing for Q1 2023, filed 11 Apr 2023.