Atlas Capital Advisors’s Kansas City Southern KSU Stock Holding History

Atlas Capital Advisors’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	-1,026	Closed	-$278K	–	973
2021 Q3	$278K	Hold	1,026	–	–	0.04%	298
2021 Q2	$291K	Hold	1,026	–	–	0.05%	303
2021 Q1	$271K	Hold	1,026	–	–	0.05%	289
2020 Q4	$209K	Sell	1,026 -1,027	-50%	-$193K	0.04%	299
2020 Q3	$371K	Hold	2,053	–	–	0.09%	220
2020 Q2	$306K	Buy	2,053 +1,916	+1,399%	+$269K	0.07%	245
2020 Q1	$17.4K	Hold	137	–	–	0.01%	535
2019 Q4	$21K	Sell	137 -51	-27%	-$7.49K	0.01%	542
2019 Q3	$25K	Sell	188 -193	-51%	-$24.1K	0.01%	513
2019 Q2	$46.4K	Buy	+381	New	+$45.6K	0.02%	482

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

Atlas Capital Advisors's KSU Position: Q4 2021 in Review

Atlas Capital Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,026 shares — an estimated $278K sold.

Atlas Capital Advisors first reported a position in KSU in Q2 2019 and held it in 10 quarters. The position peaked at $371K in Q3 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Atlas Capital Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Atlas Capital Advisors sold 1,026 Kansas City Southern shares in Q4 2021, an estimated $278K.
Atlas Capital Advisors first reported a position in Kansas City Southern in Q2 2019 and held it in 10 quarters.
Atlas Capital Advisors's Kansas City Southern position peaked at $371K in Q3 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.