GPS Wealth Strategies Group’s Kansas City Southern KSU Stock Holding History

GPS Wealth Strategies Group’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	-300	Closed	-$81K	–	1133
2021 Q3	$81K	Hold	300	–	–	0.02%	316
2021 Q2	$85K	Hold	300	–	–	0.02%	324
2021 Q1	$79K	Buy	+300	New	+$65.3K	0.02%	312

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

GPS Wealth Strategies Group's KSU Position: Q4 2021 in Review

GPS Wealth Strategies Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 300 shares — an estimated $81K sold.

GPS Wealth Strategies Group first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $85K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

GPS Wealth Strategies Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
GPS Wealth Strategies Group sold 300 Kansas City Southern shares in Q4 2021, an estimated $81K.
GPS Wealth Strategies Group first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
GPS Wealth Strategies Group's Kansas City Southern position peaked at $85K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2021, filed 11 Feb 2022.