GWMIA
KSU

Global Wealth Management Investment Advisory’s Kansas City Southern KSU Stock Holding History

Global Wealth Management Investment Advisory’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
-50
Closed -$14K – 515
2021
Q3 		$14K Hold
50
– – ﹤0.01% 288
2021
Q2 		$14K Hold
50
– – ﹤0.01% 272
2021
Q1 		$13K Hold
50
– – ﹤0.01% 291
2020
Q4 		$10K Hold
50
– – ﹤0.01% 287
2020
Q3 		$9K Sell
50
-25
-33% -$4.33K ﹤0.01% 287
2020
Q2 		$11K Hold
75
– – ﹤0.01% 346
2020
Q1 		$10K Hold
75
– – 0.01% 341
2019
Q4 		$11K Hold
75
– – ﹤0.01% 350
2019
Q3 		$10K Hold
75
– – ﹤0.01% 334
2019
Q2 		$9K Hold
75
– – ﹤0.01% 390
2019
Q1 		$9K Hold
75
– – ﹤0.01% 404
2018
Q4 		$7K Buy
+75
New +$7.61K ﹤0.01% 455

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

Global Wealth Management Investment Advisory's KSU Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 50 shares — an estimated $14K sold.

Global Wealth Management Investment Advisory first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $14K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Global Wealth Management Investment Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 Kansas City Southern shares in Q4 2021, an estimated $14K.
  • Global Wealth Management Investment Advisory first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
  • Global Wealth Management Investment Advisory's Kansas City Southern position peaked at $14K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.