TrueWealth Advisors’s Norfolk Southern NSC Stock Holding History

TrueWealth 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
2024 Q2	–	Sell	-854	Closed	-$218K	–	230
2024 Q1	$218K	Sell	854 -29	-3%	-$7.17K	0.08%	196
2023 Q4	$209K	Buy	+883	New	+$185K	0.08%	188
2023 Q3	–	Sell	-908	Closed	-$206K	–	203
2023 Q2	$206K	Buy	+908	New	+$193K	0.08%	181
2023 Q1	–	Sell	-907	Closed	-$223K	–	191
2022 Q4	$223K	Buy	+907	New	+$215K	0.1%	163

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

TrueWealth Advisors's NSC Position: Q2 2024 in Review

TrueWealth Advisors sold out of Norfolk Southern (NSC) in Q2 2024, closing a stake of 854 shares — an estimated $218K sold.

TrueWealth Advisors first reported a position in NSC in Q4 2022 and held it in 4 quarters. The position peaked at $223K in Q4 2022. 1,561 funds tracked by Wall St. Rank hold NSC as of Q2 2024.

TrueWealth Advisors reported no remaining Norfolk Southern position as of Q2 2024 after selling out during the quarter.
TrueWealth Advisors sold 854 Norfolk Southern shares in Q2 2024, an estimated $218K.
TrueWealth Advisors first reported a position in Norfolk Southern in Q4 2022 and held it in 4 quarters.
TrueWealth Advisors's Norfolk Southern position peaked at $223K in Q4 2022.
1,561 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2024.

Based on TrueWealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.