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

Accurate 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	-975	Closed	-$264K	–	144
2021 Q3	$264K	Sell	975 -47	-5%	-$13.1K	0.23%	110
2021 Q2	$290K	Buy	+1,022	New	+$295K	0.25%	98

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

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

Accurate Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 975 shares — an estimated $264K sold.

Accurate Wealth Management first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $290K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Accurate Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Accurate Wealth Management sold 975 Kansas City Southern shares in Q4 2021, an estimated $264K.
Accurate Wealth Management first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Accurate Wealth Management's Kansas City Southern position peaked at $290K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Accurate Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.