IWM
KSU

IHT Wealth Management’s Kansas City Southern KSU Stock Holding History

IHT Wealth 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
-2,081
Closed -$563K – 873
2021
Q3 		$563K Sell
2,081
-490
-19% -$136K 0.05% 391
2021
Q2 		$729K Buy
2,571
+11
+0.4% +$3.17K 0.05% 406
2021
Q1 		$676K Sell
2,560
-77
-3% -$16.7K 0.05% 370
2020
Q4 		$538K Hold
2,637
– – 0.04% 384
2020
Q3 		$477K Buy
2,637
+402
+18% +$69.6K 0.05% 359
2020
Q2 		$334K Sell
2,235
-489
-18% -$68.8K 0.05% 385
2020
Q1 		$346K Buy
2,724
+60
+2% +$9.15K 0.05% 348
2019
Q4 		$408K Buy
2,664
+38
+1% +$5.58K 0.05% 365
2019
Q3 		$349K Buy
2,626
+500
+24% +$62.3K 0.05% 389
2019
Q2 		$259K Sell
2,126
-423
-17% -$50.6K 0.04% 427
2019
Q1 		$296K Buy
2,549
+8
+0.3% +$864 0.05% 367
2018
Q4 		$243K Buy
2,541
+400
+19% +$40.6K 0.05% 383
2018
Q3 		$243K Hold
2,141
– – 0.05% 370
2018
Q2 		$227K Sell
2,141
-106
-5% -$11.5K 0.06% 356
2018
Q1 		$243K Buy
2,247
+106
+5% +$11.5K 0.07% 316
2017
Q4 		$235K Hold
2,141
– – 0.06% 324
2017
Q3 		$223K Buy
2,141
+2,000
+1,418% +$210K 0.09% 227
2017
Q2 		$675 Buy
141
+100
+244% +$9.38K 0.33% 76
2017
Q1 		$4K Hold
41
– – ﹤0.01% 1003
2016
Q4 		$3K Buy
+41
New +$3.61K ﹤0.01% 1004

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

IHT Wealth Management's KSU Position: Q4 2021 in Review

IHT Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,081 shares — an estimated $563K sold.

IHT Wealth Management first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $729K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • IHT Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • IHT Wealth Management sold 2,081 Kansas City Southern shares in Q4 2021, an estimated $563K.
  • IHT Wealth Management first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • IHT Wealth Management's Kansas City Southern position peaked at $729K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.