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

BerganKDV 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	-32	Closed	-$9K	–	1151
2021 Q3	$9K	Hold	32	–	–	﹤0.01%	667
2021 Q2	$9K	Sell	32 -1	-3%	-$289	﹤0.01%	631
2021 Q1	$9K	Sell	33 -6	-15%	-$1.3K	﹤0.01%	599
2020 Q4	$8K	Hold	39	–	–	﹤0.01%	608
2020 Q3	$7K	Hold	39	–	–	﹤0.01%	558
2020 Q2	$6K	Sell	39 -7	-15%	-$984	﹤0.01%	615
2020 Q1	$6K	Buy	46 +6	+15%	+$916	﹤0.01%	571
2019 Q4	$6K	Buy	+40	New	+$5.87K	﹤0.01%	603

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

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

BerganKDV Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 32 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

BerganKDV Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 32 Kansas City Southern shares in Q4 2021, an estimated $9K.
BerganKDV Wealth Management first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
BerganKDV Wealth Management's Kansas City Southern position peaked at $9K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.