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

Baystate 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	-85	Closed	-$23K	–	1010
2021 Q3	$23K	Hold	85	–	–	﹤0.01%	403
2021 Q2	$24K	Hold	85	–	–	﹤0.01%	373
2021 Q1	$22K	Buy	+85	New	+$18.5K	﹤0.01%	353

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

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

Baystate Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 85 shares — an estimated $23K sold.

Baystate Wealth Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $24K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Baystate Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 85 Kansas City Southern shares in Q4 2021, an estimated $23K.
Baystate Wealth Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Baystate Wealth Management's Kansas City Southern position peaked at $24K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.