SWA
NSC icon

Sutton Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Sutton Wealth Advisors’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
Q3 		$55.3K Buy
281
+11
+4% +$2.38K 0.03% 217
2023
Q2 		$61.2K Sell
270
-1
-0.4% -$212 0.03% 204
2023
Q1 		$57.5K Buy
271
+1
+0.4% +$231 0.03% 193
2022
Q4 		$66.5K Sell
270
-14
-5% -$3.31K 0.03% 317
2022
Q3 		$59.5K Buy
284
+7
+3% +$1.68K 0.02% 343
2022
Q2 		$63K Sell
277
-3
-1% -$737 0.03% 322
2022
Q1 		$79.9K Sell
280
-14
-5% -$3.86K 0.03% 294
2021
Q4 		$87.5K Buy
294
+1
+0.3% +$279 0.03% 286
2021
Q3 		$70.1K Buy
293
+1
+0.3% +$256 0.03% 305
2021
Q2 		$77.5K Hold
292
– – 0.03% 291
2021
Q1 		$78.4K Buy
292
+11
+4% +$2.79K 0.03% 276
2020
Q4 		$66.8K Buy
281
+4
+1% +$910 0.03% 292
2020
Q3 		$59.3K Hold
277
– – 0.03% 272
2020
Q2 		$48.6K Buy
277
+7
+3% +$1.19K 0.03% 305
2020
Q1 		$39.4K Buy
270
+14
+5% +$2.58K 0.02% 319
2019
Q4 		$49.7K Sell
256
-17
-6% -$3.19K 0.03% 307
2019
Q3 		$49K Sell
273
-7
-3% -$1.29K 0.03% 315
2019
Q2 		$55.8K Buy
280
+7
+3% +$1.39K 0.03% 279
2019
Q1 		$51K Sell
273
-16
-6% -$2.77K 0.03% 290
2018
Q4 		$43.2K Buy
289
+4
+1% +$658 0.03% 297
2018
Q3 		$51.4K Hold
285
– – 0.03% 285
2018
Q2 		$43K Hold
285
– – 0.03% 328
2018
Q1 		$38.7K Hold
285
– – 0.03% 340
2017
Q4 		$41.3K Hold
285
– – 0.03% 322
2017
Q3 		$37.7K Hold
285
– – 0.03% 341
2017
Q2 		$34.7K Hold
285
– – 0.03% 341
2017
Q1 		$31.9K Hold
285
– – 0.03% 364
2016
Q4 		$30.8K Hold
285
– – 0.03% 365
2016
Q3 		$27.7K Hold
285
– – 0.03% 378
2016
Q2 		$24.3K Hold
285
– – 0.02% 394
2016
Q1 		$23.7K Buy
+285
New +$21.5K 0.02% 394

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sutton Wealth Advisors's NSC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Norfolk Southern (NSC) stake by 4.1% in Q3 2023, buying an estimated $2.38K and bringing the position to 281 shares worth $55.3K. The position accounts for 0.03% of the portfolio, ranked #217.

Sutton Wealth Advisors first reported a position in NSC in Q1 2016 and has held it in 31 quarters since. The position peaked at $87.5K in Q4 2021. 1,443 funds tracked by Wall St. Rank hold NSC as of Q3 2023.

  • Sutton Wealth Advisors held 281 shares of Norfolk Southern worth $55.3K as of Q3 2023.
  • Sutton Wealth Advisors bought 11 Norfolk Southern shares in Q3 2023, an estimated $2.38K.
  • Norfolk Southern made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #217 holding.
  • Sutton Wealth Advisors first reported a position in Norfolk Southern in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Norfolk Southern position peaked at $87.5K in Q4 2021.
  • 1,443 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.