Altus Wealth Group’s Kansas City Southern KSU Stock Holding History

Altus Wealth Group’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	–	839
2020 Q4	$20K	Buy	+100	New	+$18.8K	0.02%	381

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altus Wealth Group's KSU Position: Q1 2021 in Review

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

Altus Wealth Group first reported a position in KSU in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

Altus Wealth Group reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 100 Kansas City Southern shares in Q1 2021, an estimated $20K.
Altus Wealth Group first reported a position in Kansas City Southern in Q4 2020 and held it in 1 quarter.
Altus Wealth Group'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 Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.