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Wingate Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-280
Closed -$65.7K – 307
2024
Q4 		$65.7K Buy
+280
New +$71.2K 0.06% 181

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Wingate Wealth Advisors's NSC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Norfolk Southern (NSC) in Q1 2025, closing a stake of 280 shares — an estimated $65.7K sold.

Wingate Wealth Advisors first reported a position in NSC in Q4 2024 and held it in 1 quarter. The position peaked at $65.7K in Q4 2024. 1,653 funds tracked by Wall St. Rank hold NSC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Norfolk Southern position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 280 Norfolk Southern shares in Q1 2025, an estimated $65.7K.
  • Wingate Wealth Advisors first reported a position in Norfolk Southern in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Norfolk Southern position peaked at $65.7K in Q4 2024.
  • 1,653 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.