Center for Financial Planning’s Kansas City Southern KSU Stock Holding History

Center for Financial Planning’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	-12	Closed	-$3K	–	578
2021 Q3	$3K	Sell	12 -21	-64%	-$5.85K	﹤0.01%	443
2021 Q2	$9K	Sell	33 -1,000	-97%	-$289K	﹤0.01%	381
2021 Q1	$273K	Hold	1,033	–	–	0.07%	104
2020 Q4	$211K	Sell	1,033 -150	-13%	-$28.2K	0.06%	113
2020 Q3	$214K	Buy	1,183 +3	+0.3%	+$519	0.07%	108
2020 Q2	$176K	Buy	1,180 +1,150	+3,833%	+$162K	0.06%	116
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	450
2019 Q4	$5K	Buy	+30	New	+$4.4K	﹤0.01%	378

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

Center for Financial Planning's KSU Position: Q4 2021 in Review

Center for Financial Planning sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 12 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $273K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Center for Financial Planning reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Center for Financial Planning sold 12 Kansas City Southern shares in Q4 2021, an estimated $3K.
Center for Financial Planning first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
Center for Financial Planning's Kansas City Southern position peaked at $273K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.