HFA
KSU

HC Financial Advisors’s Kansas City Southern KSU Stock Holding History

HC Financial 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
-521
Closed -$141K – 355
2021
Q3 		$141K Hold
521
– – 0.08% 89
2021
Q2 		$148K Hold
521
– – 0.09% 90
2021
Q1 		$138K Hold
521
– – 0.08% 89
2020
Q4 		$106K Buy
521
+189
+57% +$35.5K 0.07% 102
2020
Q3 		$60K Buy
+332
New +$57.5K 0.04% 108
2020
Q2 		– Sell
-169
Closed -$21K – 412
2020
Q1 		$21K Buy
+169
New +$25.8K 0.02% 173

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

HC Financial Advisors's KSU Position: Q4 2021 in Review

HC Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 521 shares — an estimated $141K sold.

HC Financial Advisors first reported a position in KSU in Q1 2020 and held it in 6 quarters. The position peaked at $148K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • HC Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • HC Financial Advisors sold 521 Kansas City Southern shares in Q4 2021, an estimated $141K.
  • HC Financial Advisors first reported a position in Kansas City Southern in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Kansas City Southern position peaked at $148K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on HC Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.