GLLW
KSU

Graves Light Lenhart Wealth’s Kansas City Southern KSU Stock Holding History

Graves Light Lenhart Wealth’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
-8
Closed -$2K – 792
2021
Q3 		$2K Hold
8
– – ﹤0.01% 694
2021
Q2 		$2K Hold
8
– – ﹤0.01% 696
2021
Q1 		$2K Buy
+8
New +$1.74K ﹤0.01% 694

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

Graves Light Lenhart Wealth's KSU Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Graves Light Lenhart Wealth first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Graves Light Lenhart Wealth reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 8 Kansas City Southern shares in Q4 2021, an estimated $2K.
  • Graves Light Lenhart Wealth first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
  • Graves Light Lenhart Wealth's Kansas City Southern position peaked at $2K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.