EWA
KSU

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

Evolution 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
Q4 		– Sell
-63
Closed -$17K – 675
2021
Q3 		$17K Sell
63
-5
-7% -$1.39K ﹤0.01% 337
2021
Q2 		$19K Hold
68
– – ﹤0.01% 315
2021
Q1 		$18K Hold
68
– – ﹤0.01% 319
2020
Q4 		$14K Hold
68
– – ﹤0.01% 318
2020
Q3 		$12K Hold
68
– – ﹤0.01% 335
2020
Q2 		$10K Buy
+68
New +$9.56K ﹤0.01% 296
2020
Q1 		– Sell
-19
Closed -$3K – 673
2019
Q4 		$3K Hold
19
– – ﹤0.01% 542
2019
Q3 		$3K Hold
19
– – ﹤0.01% 386
2019
Q2 		$2K Buy
+19
New +$2.27K ﹤0.01% 457

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

Evolution Wealth Advisors's KSU Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 63 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in KSU in Q2 2019 and held it in 9 quarters. The position peaked at $19K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 63 Kansas City Southern shares in Q4 2021, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in Kansas City Southern in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Kansas City Southern position peaked at $19K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.