TFO Wealth Partners’s Norfolk Southern NSC Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-2	Closed	-$510	–	530
2024 Q1	$510	Hold	2	–	–	﹤0.01%	263
2023 Q4	$473	Hold	2	–	–	﹤0.01%	346
2023 Q3	$454	Hold	2	–	–	﹤0.01%	485
2023 Q2	$454	Hold	2	–	–	﹤0.01%	303
2023 Q1	$424	Buy	2 +1	+100%	+$231	﹤0.01%	282
2022 Q4	$238	Buy	+1	New	+$237	﹤0.01%	603
2022 Q3	–	Sell	-5	Closed	-$1K	–	376
2022 Q2	$1K	Buy	+5	New	+$1.23K	﹤0.01%	445
2020 Q4	–	Sell	-924	Closed	-$198K	–	141
2020 Q3	$198K	Hold	924	–	–	0.08%	30
2020 Q2	$162K	Hold	924	–	–	0.06%	33
2020 Q1	$134K	Hold	924	–	–	0.06%	38
2019 Q4	$179K	Buy	+924	New	+$173K	0.16%	32

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

TFO Wealth Partners's NSC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Norfolk Southern (NSC) in Q2 2024, closing a stake of 2 shares — an estimated $510 sold.

TFO Wealth Partners first reported a position in NSC in Q4 2019 and held it in 11 quarters. The position peaked at $198K in Q3 2020. 1,561 funds tracked by Wall St. Rank hold NSC as of Q2 2024.

TFO Wealth Partners reported no remaining Norfolk Southern position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Norfolk Southern shares in Q2 2024, an estimated $510.
TFO Wealth Partners first reported a position in Norfolk Southern in Q4 2019 and held it in 11 quarters.
TFO Wealth Partners's Norfolk Southern position peaked at $198K in Q3 2020.
1,561 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.