Clarus Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Clarus Wealth 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 Q2	–	Sell	-3,287	Closed	-$862K	–	141
2021 Q1	$862K	Hold	3,287	–	–	0.54%	39
2020 Q4	$704K	Hold	3,287	–	–	0.47%	43
2020 Q3	$590K	Hold	3,287	–	–	0.46%	46
2020 Q2	$477K	Hold	3,287	–	–	0.4%	56
2020 Q1	$404K	Hold	3,287	–	–	0.4%	72
2019 Q4	$526K	Hold	3,287	–	–	0.35%	77
2019 Q3	$437K	Buy	+3,287	New	+$410K	0.32%	77

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

Clarus Wealth Advisors's KSU Position: Q2 2021 in Review

Clarus Wealth Advisors sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 3,287 shares — an estimated $862K sold.

Clarus Wealth Advisors first reported a position in KSU in Q3 2019 and held it in 7 quarters. The position peaked at $862K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Clarus Wealth Advisors reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 3,287 Kansas City Southern shares in Q2 2021, an estimated $862K.
Clarus Wealth Advisors first reported a position in Kansas City Southern in Q3 2019 and held it in 7 quarters.
Clarus Wealth Advisors's Kansas City Southern position peaked at $862K in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Clarus Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.