9WM
KSU

9258 Wealth Management’s Kansas City Southern KSU Stock Holding History

9258 Wealth Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,070
Closed -$831K – 384
2021
Q3 		$831K Buy
3,070
+55
+2% +$15.3K 0.22% 110
2021
Q2 		$854K Sell
3,015
-278
-8% -$80.2K 0.23% 104
2021
Q1 		$869K Buy
3,293
+647
+24% +$141K 0.26% 93
2020
Q4 		$540K Buy
2,646
+38
+1% +$7.14K 0.18% 142
2020
Q3 		$459K Sell
2,608
-77
-3% -$13.3K 0.17% 145
2020
Q2 		$401K Buy
2,685
+57
+2% +$8.01K 0.16% 157
2020
Q1 		$346K Buy
2,628
+67
+3% +$10.2K 0.15% 168
2019
Q4 		$392K Buy
2,561
+53
+2% +$7.78K 0.14% 181
2019
Q3 		$334K Buy
2,508
+3
+0.1% +$374 0.26% 123
2019
Q2 		$305K Buy
2,505
+216
+9% +$25.9K 0.25% 126
2019
Q1 		$265K Buy
2,289
+120
+6% +$13K 0.23% 128
2018
Q4 		$207K Buy
+2,169
New +$220K 0.2% 148

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

9258 Wealth Management's KSU Position: Q4 2021 in Review

9258 Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,070 shares — an estimated $831K sold.

9258 Wealth Management first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $869K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • 9258 Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 3,070 Kansas City Southern shares in Q4 2021, an estimated $831K.
  • 9258 Wealth Management first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
  • 9258 Wealth Management's Kansas City Southern position peaked at $869K in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.