Carson Wealth (CWM LLC)’s Kansas City Southern KSU Stock Holding History

Carson Wealth (CWM LLC)’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	$36K	Hold	127	–	–	﹤0.01%	1550
2021 Q1	$36K	Hold	127	–	–	﹤0.01%	1550
2020 Q4	$36K	Hold	127	–	–	﹤0.01%	1550
2020 Q3	$36K	Hold	127	–	–	﹤0.01%	1550
2020 Q2	$36K	Hold	127	–	–	﹤0.01%	1550
2020 Q1	$36K	Hold	127	–	–	﹤0.01%	1550
2019 Q4	$36K	Hold	127	–	–	﹤0.01%	1550
2019 Q3	$36K	Hold	127	–	–	﹤0.01%	1550
2019 Q2	$36K	Hold	127	–	–	﹤0.01%	1550
2019 Q1	$36K	Buy	+127	New	+$13.7K	﹤0.01%	1550
2018 Q4	–	Sell	-9	Closed	-$1K	–	2306
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	1792
2018 Q2	$1K	Buy	+9	New	+$979	﹤0.01%	1644
2018 Q1	–	Sell	-55	Closed	-$6K	–	1577
2017 Q4	$6K	Hold	55	–	–	﹤0.01%	1052
2017 Q3	$6K	Buy	+55	New	+$5.77K	﹤0.01%	1047
2017 Q1	–	Sell	-65	Closed	-$6K	–	1360
2016 Q4	$6K	Buy	+65	New	+$5.73K	﹤0.01%	833
2014 Q1	–	Sell	-37	Closed	-$5K	–	533
2013 Q4	$5K	Buy	+37	New	+$4.43K	﹤0.01%	530

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KSU Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Kansas City Southern (KSU) position steady in Q2 2021 at 127 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Carson Wealth (CWM LLC) first reported a position in KSU in Q4 2013 and has held it in 16 quarters since. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Carson Wealth (CWM LLC) held 127 shares of Kansas City Southern worth $36K as of Q2 2021.
Carson Wealth (CWM LLC) left its Kansas City Southern share count unchanged in Q2 2021.
Kansas City Southern made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1550 holding.
Carson Wealth (CWM LLC) first reported a position in Kansas City Southern in Q4 2013 and has held it in 16 quarters since.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.