Clearstead Advisors’s Kansas City Southern KSU Stock Holding History

Clearstead 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 Q4	–	Sell	-8	Closed	-$2K	–	1481
2021 Q3	$2K	Sell	8 -2	-20%	-$557	﹤0.01%	1171
2021 Q2	$3K	Buy	+10	New	+$2.89K	﹤0.01%	1006
2020 Q1	–	Sell	-2,000	Closed	-$306K	–	790
2019 Q4	$306K	Hold	2,000	–	–	0.04%	220
2019 Q3	$266K	Hold	2,000	–	–	0.04%	224
2019 Q2	$244K	Buy	+2,000	New	+$239K	0.03%	242

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

Clearstead Advisors's KSU Position: Q4 2021 in Review

Clearstead Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Clearstead Advisors first reported a position in KSU in Q2 2019 and held it in 5 quarters. The position peaked at $306K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Clearstead Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Clearstead Advisors sold 8 Kansas City Southern shares in Q4 2021, an estimated $2K.
Clearstead Advisors first reported a position in Kansas City Southern in Q2 2019 and held it in 5 quarters.
Clearstead Advisors's Kansas City Southern position peaked at $306K in Q4 2019.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.