Aaron Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Aaron Wealth Advisors’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	-1,547	Closed	-$418K	–	185
2021 Q3	$418K	Buy	1,547 +30	+2%	+$8.35K	0.12%	101
2021 Q2	$429K	Hold	1,517	–	–	0.14%	100
2021 Q1	$400K	Hold	1,517	–	–	0.15%	97
2020 Q4	$309K	Buy	+1,517	New	+$285K	0.11%	106

Other funds holding KSU

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

Aaron Wealth Advisors's KSU Position: Q4 2021 in Review

Aaron Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,547 shares — an estimated $418K sold.

Aaron Wealth Advisors first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $429K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Aaron Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Aaron Wealth Advisors sold 1,547 Kansas City Southern shares in Q4 2021, an estimated $418K.
Aaron Wealth Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Aaron Wealth Advisors's Kansas City Southern position peaked at $429K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Aaron Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.