AF
KSU

Advisornet Financial’s Kansas City Southern KSU Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-100
Closed -$20K – 1874
2020
Q4 		$20K Hold
100
– – ﹤0.01% 1131
2020
Q3 		$18K Hold
100
– – ﹤0.01% 1134
2020
Q2 		$15K Hold
100
– – ﹤0.01% 1201
2020
Q1 		$13K Hold
100
– – ﹤0.01% 1211
2019
Q4 		$15K Hold
100
– – ﹤0.01% 1279
2019
Q3 		$13K Hold
100
– – ﹤0.01% 1317
2019
Q2 		$12K Hold
100
– – ﹤0.01% 1192
2019
Q1 		$12K Hold
100
– – ﹤0.01% 1142
2018
Q4 		$10K Hold
100
– – ﹤0.01% 1098
2018
Q3 		$11K Buy
+100
New +$11.4K ﹤0.01% 1102

Other funds holding KSU

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisornet Financial's KSU Position: Q1 2021 in Review

Advisornet Financial sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 100 shares — an estimated $20K sold.

Advisornet Financial first reported a position in KSU in Q3 2018 and held it in 10 quarters. The position peaked at $20K in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Advisornet Financial reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Advisornet Financial sold 100 Kansas City Southern shares in Q1 2021, an estimated $20K.
  • Advisornet Financial first reported a position in Kansas City Southern in Q3 2018 and held it in 10 quarters.
  • Advisornet Financial's Kansas City Southern position peaked at $20K in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Advisornet Financial's 13F filing for Q1 2021, filed 14 Apr 2021.