FinTrust Capital Advisors’s Kansas City Southern KSU Stock Holding History

FinTrust Capital 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	-13	Closed	-$4K	–	1285
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	1056
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	1079
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	1082
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	1007
2020 Q3	$2	Hold	13	–	–	﹤0.01%	1087
2020 Q2	$2K	Sell	13 -16	-55%	-$2.25K	﹤0.01%	986
2020 Q1	$4K	Hold	29	–	–	﹤0.01%	935
2019 Q4	$4K	Buy	29 +16	+123%	+$2.35K	﹤0.01%	920
2019 Q3	$2K	Hold	13	–	–	﹤0.01%	1013
2019 Q2	$2K	Sell	13 -10	-43%	-$1.2K	﹤0.01%	980
2019 Q1	$3K	Hold	23	–	–	﹤0.01%	1072
2018 Q4	$2K	Buy	+23	New	+$2.33K	﹤0.01%	1156

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

FinTrust Capital Advisors's KSU Position: Q4 2021 in Review

FinTrust Capital Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 13 shares — an estimated $4K sold.

FinTrust Capital Advisors first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $4K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

FinTrust Capital Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 13 Kansas City Southern shares in Q4 2021, an estimated $4K.
FinTrust Capital Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
FinTrust Capital Advisors's Kansas City Southern position peaked at $4K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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