Smith & Howard Wealth Management’s Norfolk Southern NSC Stock Holding History

Smith & Howard 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 Q1	–	Sell	-710	Closed	-$211K	–	71
2021 Q4	$211K	Buy	+710	New	+$198K	0.1%	69
2021 Q3	–	Sell	-762	Closed	-$202K	–	70
2021 Q2	$202K	Hold	762	–	–	0.1%	62
2021 Q1	$205K	Buy	+762	New	+$193K	0.1%	60
2020 Q4	–	Sell	-1,670	Closed	-$357K	–	66
2020 Q3	$357K	Hold	1,670	–	–	0.21%	45
2020 Q2	$293K	Buy	1,670 +10	+0.6%	+$1.69K	0.18%	50
2020 Q1	$242K	Hold	1,660	–	–	0.15%	56
2019 Q4	$322K	Sell	1,660 -7	-0.4%	-$1.31K	0.11%	58
2019 Q3	$299K	Hold	1,667	–	–	0.12%	57
2019 Q2	$332K	Hold	1,667	–	–	0.14%	40
2019 Q1	$312K	Buy	1,667 +7	+0.4%	+$1.21K	0.15%	38
2018 Q4	$248K	Buy	+1,660	New	+$273K	0.14%	46

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Smith & Howard Wealth Management's NSC Position: Q1 2022 in Review

Smith & Howard Wealth Management sold out of Norfolk Southern (NSC) in Q1 2022, closing a stake of 710 shares — an estimated $211K sold.

Smith & Howard Wealth Management first reported a position in NSC in Q4 2018 and held it in 11 quarters. The position peaked at $357K in Q3 2020. 1,645 funds tracked by Wall St. Rank hold NSC as of Q1 2022.

Smith & Howard Wealth Management reported no remaining Norfolk Southern position as of Q1 2022 after selling out during the quarter.
Smith & Howard Wealth Management sold 710 Norfolk Southern shares in Q1 2022, an estimated $211K.
Smith & Howard Wealth Management first reported a position in Norfolk Southern in Q4 2018 and held it in 11 quarters.
Smith & Howard Wealth Management's Norfolk Southern position peaked at $357K in Q3 2020.
1,645 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2022.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.