DWM
KSU

Dakota Wealth Management’s Kansas City Southern KSU Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-6,806
Closed -$1.39M – 360
2020
Q4 		$1.39M Buy
+6,806
New +$1.28M 0.18% 121

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dakota Wealth Management's KSU Position: Q1 2021 in Review

Dakota Wealth Management sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 6,806 shares — an estimated $1.39M sold.

Dakota Wealth Management first reported a position in KSU in Q4 2020 and held it in 1 quarter. The position peaked at $1.39M in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Dakota Wealth Management reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Dakota Wealth Management sold 6,806 Kansas City Southern shares in Q1 2021, an estimated $1.39M.
  • Dakota Wealth Management first reported a position in Kansas City Southern in Q4 2020 and held it in 1 quarter.
  • Dakota Wealth Management's Kansas City Southern position peaked at $1.39M in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Dakota Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.