BDO Wealth Advisors’s Kansas City Southern KSU Stock Holding History

BDO 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	-25	Closed	-$7K	–	1179
2021 Q3	$7K	Hold	25	–	–	﹤0.01%	793
2021 Q2	$7K	Hold	25	–	–	﹤0.01%	829
2021 Q1	$7K	Sell	25 -55	-69%	-$12K	﹤0.01%	806
2020 Q4	$16K	Hold	80	–	–	﹤0.01%	498
2020 Q3	$14K	Hold	80	–	–	﹤0.01%	463
2020 Q2	$12K	Sell	80 -135	-63%	-$19K	﹤0.01%	487
2020 Q1	$27K	Hold	215	–	–	0.01%	410
2019 Q4	$33K	Hold	215	–	–	0.01%	344
2019 Q3	$29K	Hold	215	–	–	0.01%	372
2019 Q2	$26K	Sell	215 -285	-57%	-$34.1K	0.01%	370
2019 Q1	$58K	Buy	+500	New	+$54K	0.02%	269

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

BDO Wealth Advisors's KSU Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 25 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in KSU in Q1 2019 and held it in 11 quarters. The position peaked at $58K in Q1 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

BDO Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
BDO Wealth Advisors sold 25 Kansas City Southern shares in Q4 2021, an estimated $7K.
BDO Wealth Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 11 quarters.
BDO Wealth Advisors's Kansas City Southern position peaked at $58K in Q1 2019.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.