AF
KSU

Allworth Financial’s Kansas City Southern KSU Stock Holding History

Allworth 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
Q4 		– Sell
-757
Closed -$205K – 2209
2021
Q3 		$205K Buy
757
+533
+238% +$148K ﹤0.01% 478
2021
Q2 		$63K Buy
224
+10
+5% +$2.89K ﹤0.01% 562
2021
Q1 		$56K Hold
214
– – ﹤0.01% 550
2020
Q4 		$44K Buy
214
+212
+10,600% +$39.8K ﹤0.01% 506
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1304
2020
Q2 		$0 Hold
2
– – ﹤0.01% 1427
2020
Q1 		$0 Buy
+2
New +$305 ﹤0.01% 1362
2018
Q2 		– Sell
-135
Closed -$15K – 1030
2018
Q1 		$15K Hold
135
– – ﹤0.01% 424
2017
Q4 		$14K Buy
+135
New +$14.4K ﹤0.01% 433

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

Allworth Financial's KSU Position: Q4 2021 in Review

Allworth Financial sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 757 shares — an estimated $205K sold.

Allworth Financial first reported a position in KSU in Q4 2017 and held it in 9 quarters. The position peaked at $205K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Allworth Financial reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Allworth Financial sold 757 Kansas City Southern shares in Q4 2021, an estimated $205K.
  • Allworth Financial first reported a position in Kansas City Southern in Q4 2017 and held it in 9 quarters.
  • Allworth Financial's Kansas City Southern position peaked at $205K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.