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WealthPlan Investment Management’s Norfolk Southern NSC Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-25
Closed -$5.67K – 279
2023
Q2 		$5.67K Hold
25
– – ﹤0.01% 296
2023
Q1 		$5.3K Sell
25
-4,410
-99% -$1.02M ﹤0.01% 364
2022
Q4 		$1.06M Sell
4,435
-26
-0.6% -$6.15K 0.07% 171
2022
Q3 		$1.08M Buy
+4,461
New +$1.07M 0.08% 160
2022
Q1 		$1.15M Buy
+4,461
New +$1.23M 0.08% 159

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

WealthPlan Investment Management's NSC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Norfolk Southern (NSC) in Q3 2023, closing a stake of 25 shares — an estimated $5.67K sold.

WealthPlan Investment Management first reported a position in NSC in Q1 2022 and held it in 5 quarters. The position peaked at $1.15M in Q1 2022. 1,442 funds tracked by Wall St. Rank hold NSC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Norfolk Southern position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 25 Norfolk Southern shares in Q3 2023, an estimated $5.67K.
  • WealthPlan Investment Management first reported a position in Norfolk Southern in Q1 2022 and held it in 5 quarters.
  • WealthPlan Investment Management's Norfolk Southern position peaked at $1.15M in Q1 2022.
  • 1,442 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.