Gerber Kawasaki Wealth & Investment Management’s Kansas City Southern KSU Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q4	–	Sell	-1	Closed	-$1K	–	1251
2021 Q3	$1K	Buy	+1	New	+$278	﹤0.01%	1154

Other funds holding KSU

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 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

Gerber Kawasaki Wealth & Investment Management's KSU Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1 Kansas City Southern share in Q4 2021, an estimated $1K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Kansas City Southern position peaked at $1K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.