EW
KSU

Evoke Wealth’s Kansas City Southern KSU Stock Holding History

Evoke Wealth’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
-26
Closed -$7K – 1264
2021
Q3 		$7K Hold
26
– – ﹤0.01% 805
2021
Q2 		$7K Hold
26
– – ﹤0.01% 815
2021
Q1 		$7K Sell
26
-14
-35% -$3.04K ﹤0.01% 785
2020
Q4 		$8K Hold
40
– – ﹤0.01% 631
2020
Q3 		$7K Hold
40
– – ﹤0.01% 614
2020
Q2 		$6K Buy
40
+2
+5% +$281 ﹤0.01% 648
2020
Q1 		$4.85K Sell
38
-20
-34% -$3.05K ﹤0.01% 616
2019
Q4 		$8.91K Hold
58
– – ﹤0.01% 783
2019
Q3 		$7.74K Buy
+58
New +$7.23K ﹤0.01% 886

Other funds holding KSU

Kovitz Investment Group Partners
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

Evoke Wealth's KSU Position: Q4 2021 in Review

Evoke Wealth sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 26 shares — an estimated $7K sold.

Evoke Wealth first reported a position in KSU in Q3 2019 and held it in 9 quarters. The position peaked at $8.91K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Evoke Wealth reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Evoke Wealth sold 26 Kansas City Southern shares in Q4 2021, an estimated $7K.
  • Evoke Wealth first reported a position in Kansas City Southern in Q3 2019 and held it in 9 quarters.
  • Evoke Wealth's Kansas City Southern position peaked at $8.91K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Evoke Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.