B. Riley Wealth Advisors’s Kansas City Southern KSU Stock Holding History

B. Riley Wealth 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	-1,544	Closed	-$418K	–	1524
2021 Q3	$418K	Buy	1,544 +356	+30%	+$99.1K	0.01%	872
2021 Q2	$337K	Buy	1,188 +125	+12%	+$36.1K	0.01%	958
2021 Q1	$281K	Buy	+1,063	New	+$231K	0.01%	1031
2015 Q1	–	Sell	-238	Closed	-$29	–	2184
2014 Q4	$29	Buy	+238	New	+$28.5K	﹤0.01%	2385
2014 Q3	–	Sell	-45	Closed	-$4.84K	–	2055
2014 Q2	$4.84K	Buy	+45	New	+$4.65K	﹤0.01%	2054

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

B. Riley Wealth Advisors's KSU Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,544 shares — an estimated $418K sold.

B. Riley Wealth Advisors first reported a position in KSU in Q2 2014 and held it in 5 quarters. The position peaked at $418K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

B. Riley Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,544 Kansas City Southern shares in Q4 2021, an estimated $418K.
B. Riley Wealth Advisors first reported a position in Kansas City Southern in Q2 2014 and held it in 5 quarters.
B. Riley Wealth Advisors's Kansas City Southern position peaked at $418K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.