Avion Wealth’s Kansas City Southern KSU Stock Holding History

Avion Wealth’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	-122	Closed	-$33K	–	444
2021 Q3	$33K	Hold	122	–	–	0.01%	153
2021 Q2	$35K	Hold	122	–	–	0.01%	150
2021 Q1	$32K	Sell	122 -356	-74%	-$77.4K	0.01%	146
2020 Q4	$98K	Buy	+478	New	+$89.8K	0.03%	70

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

Avion Wealth's KSU Position: Q4 2021 in Review

Avion Wealth sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 122 shares — an estimated $33K sold.

Avion Wealth first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $98K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Avion Wealth reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Avion Wealth sold 122 Kansas City Southern shares in Q4 2021, an estimated $33K.
Avion Wealth first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Avion Wealth's Kansas City Southern position peaked at $98K in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Avion Wealth's 13F filing for Q4 2021, filed 26 Jan 2022.