CWC
KSU

Carolinas Wealth Consulting’s Kansas City Southern KSU Stock Holding History

Carolinas Wealth Consulting’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
-7
Closed -$2K – 1030
2021
Q3 		$2K Hold
7
– – ﹤0.01% 825
2021
Q2 		$2K Hold
7
– – ﹤0.01% 835
2021
Q1 		$2K Hold
7
– – ﹤0.01% 842
2020
Q4 		$1K Hold
7
– – ﹤0.01% 854
2020
Q3 		$1K Hold
7
– – ﹤0.01% 916
2020
Q2 		$1K Buy
+7
New +$984 ﹤0.01% 641

Other funds holding KSU

Kovitz Investment Group Partners
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

Carolinas Wealth Consulting's KSU Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Carolinas Wealth Consulting reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Kansas City Southern shares in Q4 2021, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Kansas City Southern position peaked at $2K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.