WAM
NSC icon

Wealthspire Advisors (Maryland)’s Norfolk Southern NSC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.63M Buy
7,625
+1,886
+33% +$379K 0.06% 147
2020
Q2 		$1.01M Sell
5,739
-212
-4% -$35.9K 0.07% 157
2020
Q1 		$869K Sell
5,951
-517
-8% -$95.4K 0.08% 155
2019
Q4 		$1.26M Buy
6,468
+143
+2% +$26.8K 0.08% 140
2019
Q3 		$1.14M Sell
6,325
-8
-0.1% -$1.47K 0.08% 126
2019
Q2 		$1.26M Sell
6,333
-141
-2% -$28K 0.09% 116
2019
Q1 		$1.21M Sell
6,474
-690
-10% -$119K 0.09% 119
2018
Q4 		$1.07M Sell
7,164
-234
-3% -$38.5K 0.1% 114
2018
Q3 		$1.33M Sell
7,398
-287
-4% -$49K 0.11% 107
2018
Q2 		$1.16M Sell
7,685
-1,516
-16% -$222K 0.11% 114
2018
Q1 		$1.25M Sell
9,201
-355
-4% -$51.1K 0.12% 109
2017
Q4 		$1.39M Buy
9,556
+170
+2% +$22.8K 0.13% 107
2017
Q3 		$1.24M Sell
9,386
-761
-7% -$92.5K 0.14% 111
2017
Q2 		$1.24M Buy
10,147
+1,293
+15% +$152K 0.15% 105
2017
Q1 		$991K Buy
8,854
+3,929
+80% +$459K 0.14% 100
2016
Q4 		$532K Buy
4,925
+40
+0.8% +$4.04K 0.08% 165
2016
Q3 		$474K Buy
4,885
+14
+0.3% +$1.27K 0.07% 181
2016
Q2 		$415K Sell
4,871
-9
-0.2% -$765 0.07% 196
2016
Q1 		$406K Sell
4,880
-24
-0.5% -$1.81K 0.07% 189
2015
Q4 		$415K Buy
+4,904
New +$420K 0.08% 185

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NSC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Norfolk Southern (NSC) stake by 33% in Q3 2020, buying an estimated $379K and bringing the position to 7,625 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #147.

Wealthspire Advisors (Maryland) first reported a position in NSC in Q4 2015 and has held it in 20 quarters since. 1,362 funds tracked by Wall St. Rank hold NSC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,625 shares of Norfolk Southern worth $1.63M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,886 Norfolk Southern shares in Q3 2020, an estimated $379K.
  • Norfolk Southern made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #147 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Norfolk Southern in Q4 2015 and has held it in 20 quarters since.
  • 1,362 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.