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

AE 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	-2,671	Closed	-$723K	–	1819
2021 Q3	$723K	Buy	2,671 +159	+6%	+$44.3K	0.01%	992
2021 Q2	$712K	Sell	2,512 -37	-1%	-$10.7K	0.01%	976
2021 Q1	$673K	Buy	2,549 +50	+2%	+$10.9K	0.01%	901
2020 Q4	$510K	Sell	2,499 -24	-1%	-$4.51K	0.01%	951
2020 Q3	$456K	Sell	2,523 -248	-9%	-$42.9K	0.01%	908
2020 Q2	$414K	Buy	2,771 +959	+53%	+$135K	0.01%	936
2020 Q1	$231K	Sell	1,812 -242	-12%	-$36.9K	0.01%	962
2019 Q4	$315K	Buy	2,054 +71	+4%	+$10.4K	0.01%	884
2019 Q3	$264K	Buy	+1,983	New	+$247K	0.01%	830

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

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

AE Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,671 shares — an estimated $723K sold.

AE Wealth Management first reported a position in KSU in Q3 2019 and held it in 9 quarters. The position peaked at $723K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

AE Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
AE Wealth Management sold 2,671 Kansas City Southern shares in Q4 2021, an estimated $723K.
AE Wealth Management first reported a position in Kansas City Southern in Q3 2019 and held it in 9 quarters.
AE Wealth Management's Kansas City Southern position peaked at $723K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.