First Horizon Advisors’s Kansas City Southern KSU Stock Holding History

First Horizon 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	-254	Closed	-$69K	–	2504
2021 Q3	$69K	Buy	254 +100	+65%	+$27.8K	﹤0.01%	793
2021 Q2	$44K	Hold	154	–	–	﹤0.01%	840
2021 Q1	$41K	Hold	154	–	–	﹤0.01%	821
2020 Q4	$31K	Sell	154 -39	-20%	-$7.32K	﹤0.01%	763
2020 Q3	$35K	Sell	193 -35	-15%	-$6.06K	﹤0.01%	650
2020 Q2	$33K	Sell	228 -33	-13%	-$4.64K	﹤0.01%	643
2020 Q1	$33K	Sell	261 -12	-4%	-$1.83K	﹤0.01%	575
2019 Q4	$42K	Hold	273	–	–	﹤0.01%	615
2019 Q3	$36K	Hold	273	–	–	﹤0.01%	645
2019 Q2	$33K	Buy	273 +47	+21%	+$5.63K	﹤0.01%	699
2019 Q1	$26K	Buy	226 +76	+51%	+$8.21K	﹤0.01%	738
2018 Q4	$14K	Sell	150 -435	-74%	-$44.2K	﹤0.01%	924
2018 Q3	$66K	Hold	585	–	–	0.01%	524
2018 Q2	$61K	Buy	585 +36	+7%	+$3.92K	0.01%	537
2018 Q1	$60K	Sell	549 -46	-8%	-$4.98K	0.01%	467
2017 Q4	$62K	Hold	595	–	–	0.01%	480
2017 Q3	$64K	Sell	595 -70	-11%	-$7.34K	0.01%	458
2017 Q2	$69K	Buy	665 +395	+146%	+$37K	0.01%	431
2017 Q1	$23K	Buy	270 +120	+80%	+$10.3K	﹤0.01%	768
2016 Q4	$14K	Hold	150	–	–	﹤0.01%	905
2016 Q3	$14K	Hold	150	–	–	﹤0.01%	899
2016 Q2	$14K	Hold	150	–	–	﹤0.01%	872
2016 Q1	$13K	Hold	150	–	–	﹤0.01%	932
2015 Q4	$11K	Sell	150 -250	-63%	-$21.4K	﹤0.01%	910
2015 Q3	$36K	Hold	400	–	–	0.01%	617
2015 Q2	$36K	Hold	400	–	–	0.01%	642
2015 Q1	$41K	Hold	400	–	–	0.01%	611
2014 Q4	$49K	Buy	400 +250	+167%	+$29.9K	0.01%	550
2014 Q3	$18K	Hold	150	–	–	﹤0.01%	867
2014 Q2	$16K	Hold	150	–	–	﹤0.01%	904
2014 Q1	$15K	Hold	150	–	–	﹤0.01%	861
2013 Q4	$19K	Hold	150	–	–	﹤0.01%	755
2013 Q3	$16K	Buy	150 +142	+1,775%	+$15.6K	﹤0.01%	722
2013 Q2	$1K	Buy	+8	New	+$870	﹤0.01%	911

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

First Horizon Advisors's KSU Position: Q4 2021 in Review

First Horizon Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 254 shares — an estimated $69K sold.

First Horizon Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $69K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

First Horizon Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
First Horizon Advisors sold 254 Kansas City Southern shares in Q4 2021, an estimated $69K.
First Horizon Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
First Horizon Advisors's Kansas City Southern position peaked at $69K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on First Horizon Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.