WFA
NSC icon

Wipfli Financial Advisors’s Norfolk Southern NSC Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.34M Buy
6,372
+4,712
+284% +$1.13M 0.09% 89
2022
Q2 		$377K Buy
1,660
+1
+0.1% +$246 0.04% 66
2022
Q1 		$473K Buy
+1,659
New +$457K 0.05% 60

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Wipfli Financial Advisors's NSC Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Norfolk Southern (NSC) stake by 284% in Q3 2022, buying an estimated $1.13M and bringing the position to 6,372 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #89.

Wipfli Financial Advisors first reported a position in NSC in Q1 2022 and has held it in 3 quarters since. 1,501 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

  • Wipfli Financial Advisors held 6,372 shares of Norfolk Southern worth $1.34M as of Q3 2022.
  • Wipfli Financial Advisors bought 4,712 Norfolk Southern shares in Q3 2022, an estimated $1.13M.
  • Norfolk Southern made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #89 holding.
  • Wipfli Financial Advisors first reported a position in Norfolk Southern in Q1 2022 and has held it in 3 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.