Beacon Pointe Advisors’s Kansas City Southern KSU Stock Holding History

Beacon Pointe 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	-36,716	Closed	-$9.94M	–	1023
2021 Q3	$9.94M	Buy	36,716 +27,364	+293%	+$7.62M	0.25%	102
2021 Q2	$2.65M	Buy	+9,352	New	+$2.7M	0.09%	185

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

Beacon Pointe Advisors's KSU Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 36,716 shares — an estimated $9.94M sold.

Beacon Pointe Advisors first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $9.94M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Beacon Pointe Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Beacon Pointe Advisors sold 36,716 Kansas City Southern shares in Q4 2021, an estimated $9.94M.
Beacon Pointe Advisors first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Beacon Pointe Advisors's Kansas City Southern position peaked at $9.94M in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.