Walled Lake Planning & Wealth Management’s Norfolk Southern NSC Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-252	Closed	-$60K	–	244
2021 Q3	$60K	Buy	252 +1	+0.4%	+$256	0.04%	155
2021 Q2	$67K	Hold	251	–	–	0.04%	141
2021 Q1	$67K	Buy	251 +1	+0.4%	+$253	0.05%	135
2020 Q4	$59K	Buy	250 +1	+0.4%	+$228	0.04%	127
2020 Q3	$53K	Hold	249	–	–	0.04%	119
2020 Q2	$44K	Buy	249 +1	+0.4%	+$169	0.04%	119
2020 Q1	$36K	Buy	248 +1	+0.4%	+$185	0.03%	116
2019 Q4	$48K	Buy	+247	New	+$46.3K	0.03%	117

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Walled Lake Planning & Wealth Management's NSC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Norfolk Southern (NSC) in Q4 2021, closing a stake of 252 shares — an estimated $60K sold.

Walled Lake Planning & Wealth Management first reported a position in NSC in Q4 2019 and held it in 8 quarters. The position peaked at $67K in Q2 2021. 1,641 funds tracked by Wall St. Rank hold NSC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Norfolk Southern position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 252 Norfolk Southern shares in Q4 2021, an estimated $60K.
Walled Lake Planning & Wealth Management first reported a position in Norfolk Southern in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Norfolk Southern position peaked at $67K in Q2 2021.
1,641 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.