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

Apollon 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	-963	Closed	-$261K	–	791
2021 Q3	$261K	Buy	+963	New	+$268K	0.04%	375
2020 Q3	–	Sell	-1,049	Closed	-$157K	–	747
2020 Q2	$157K	Buy	+1,049	New	+$147K	0.09%	141

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

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

Apollon Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 963 shares — an estimated $261K sold.

Apollon Wealth Management first reported a position in KSU in Q2 2020 and held it in 2 quarters. The position peaked at $261K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Apollon Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Apollon Wealth Management sold 963 Kansas City Southern shares in Q4 2021, an estimated $261K.
Apollon Wealth Management first reported a position in Kansas City Southern in Q2 2020 and held it in 2 quarters.
Apollon Wealth Management's Kansas City Southern position peaked at $261K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Apollon Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.