BWM
KSU

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

BCGM 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
Q2 		– Sell
-2,831
Closed -$837K – 100
2021
Q1 		$837K Buy
2,831
+483
+21% +$105K 0.57% 39
2020
Q4 		$491K Buy
+2,348
New +$441K 0.35% 52

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BCGM Wealth Management's KSU Position: Q2 2021 in Review

BCGM Wealth Management sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 2,831 shares — an estimated $837K sold.

BCGM Wealth Management first reported a position in KSU in Q4 2020 and held it in 2 quarters. The position peaked at $837K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • BCGM Wealth Management reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • BCGM Wealth Management sold 2,831 Kansas City Southern shares in Q2 2021, an estimated $837K.
  • BCGM Wealth Management first reported a position in Kansas City Southern in Q4 2020 and held it in 2 quarters.
  • BCGM Wealth Management's Kansas City Southern position peaked at $837K in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on BCGM Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.