Valley Wealth Managers’s Norfolk Southern NSC Stock Holding History

Valley Wealth Managers’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 Q1	–	Sell	-161	Closed	-$38.1K	–	343
2023 Q4	$38.1K	Hold	161	–	–	﹤0.01%	226
2023 Q3	$31.7K	Hold	161	–	–	﹤0.01%	236
2023 Q2	$36.5K	Hold	161	–	–	﹤0.01%	218
2023 Q1	$34.1K	Sell	161 -42	-21%	-$9.72K	﹤0.01%	232
2022 Q4	$50K	Sell	203 -567	-74%	-$134K	﹤0.01%	227
2022 Q3	$161K	Buy	770 +567	+279%	+$136K	0.02%	180
2022 Q2	$46K	Buy	+203	New	+$49.9K	﹤0.01%	253
2014 Q2	–	Sell	-7,485	Closed	-$727K	–	114
2014 Q1	$727K	Buy	7,485 +680	+10%	+$63.1K	0.15%	79
2013 Q4	$632K	Sell	6,805 -70	-1%	-$6.01K	0.13%	81
2013 Q3	$532K	Buy	6,875 +550	+9%	+$41.2K	0.12%	82
2013 Q2	$460K	Buy	+6,325	New	+$483K	0.1%	85

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Valley Wealth Managers's NSC Position: Q1 2024 in Review

Valley Wealth Managers sold out of Norfolk Southern (NSC) in Q1 2024, closing a stake of 161 shares — an estimated $38.1K sold.

Valley Wealth Managers first reported a position in NSC in Q2 2013 and held it in 11 quarters. The position peaked at $727K in Q1 2014. 1,627 funds tracked by Wall St. Rank hold NSC as of Q1 2024.

Valley Wealth Managers reported no remaining Norfolk Southern position as of Q1 2024 after selling out during the quarter.
Valley Wealth Managers sold 161 Norfolk Southern shares in Q1 2024, an estimated $38.1K.
Valley Wealth Managers first reported a position in Norfolk Southern in Q2 2013 and held it in 11 quarters.
Valley Wealth Managers's Norfolk Southern position peaked at $727K in Q1 2014.
1,627 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.