Selective Wealth Management’s Norfolk Southern NSC Stock Holding History

Selective 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
2022 Q4	–	Sell	-942	Closed	-$197K	–	523
2022 Q3	$197K	Sell	942 -114	-11%	-$27.4K	0.08%	128
2022 Q2	$240K	Sell	1,056 -401	-28%	-$98.5K	0.09%	123
2022 Q1	$416K	Sell	1,457 -225	-13%	-$62K	0.15%	76
2021 Q4	$501K	Buy	1,682 +356	+27%	+$99.4K	0.2%	60
2021 Q3	$317K	Buy	1,326 +200	+18%	+$51.3K	0.17%	64
2021 Q2	$299K	Hold	1,126	–	–	0.24%	44
2021 Q1	$302K	Buy	1,126 +225	+25%	+$57K	0.27%	40
2020 Q4	$214K	Buy	901 +51	+6%	+$11.6K	0.14%	58
2020 Q3	$182K	Sell	850 -60	-7%	-$12.1K	0.14%	51
2020 Q2	$160K	Hold	910	–	–	0.13%	55
2020 Q1	$133K	Hold	910	–	–	0.21%	34
2019 Q4	$177K	Sell	910 -350	-28%	-$65.6K	0.21%	33
2019 Q3	$227K	Buy	1,260 +60	+5%	+$11K	0.31%	27
2019 Q2	$239K	Hold	1,200	–	–	0.39%	33
2019 Q1	$224K	Buy	+1,200	New	+$208K	0.27%	24
2018 Q3	$217K	Buy	+1,200	New	+$205K	2.6%	12

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Selective Wealth Management's NSC Position: Q4 2022 in Review

Selective Wealth Management sold out of Norfolk Southern (NSC) in Q4 2022, closing a stake of 942 shares — an estimated $197K sold.

Selective Wealth Management first reported a position in NSC in Q3 2018 and held it in 16 quarters. The position peaked at $501K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold NSC as of Q4 2022.

Selective Wealth Management reported no remaining Norfolk Southern position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 942 Norfolk Southern shares in Q4 2022, an estimated $197K.
Selective Wealth Management first reported a position in Norfolk Southern in Q3 2018 and held it in 16 quarters.
Selective Wealth Management's Norfolk Southern position peaked at $501K in Q4 2021.
1,589 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.