AAS
KSU

Avantax Advisory Services’s Kansas City Southern KSU Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-1,214
Closed -$219K – 1402
2020
Q3 		$219K Buy
+1,214
New +$210K ﹤0.01% 1184

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's KSU Position: Q4 2020 in Review

Avantax Advisory Services sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 1,214 shares — an estimated $219K sold.

Avantax Advisory Services first reported a position in KSU in Q3 2020 and held it in 1 quarter. The position peaked at $219K in Q3 2020. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Avantax Advisory Services reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 1,214 Kansas City Southern shares in Q4 2020, an estimated $219K.
  • Avantax Advisory Services first reported a position in Kansas City Southern in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Kansas City Southern position peaked at $219K in Q3 2020.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.