ISWM
KSU

Independent Solutions Wealth Management’s Kansas City Southern KSU Stock Holding History

Independent Solutions 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
-1,328
Closed -$359K – 238
2021
Q3 		$359K Sell
1,328
-124
-9% -$34.5K 0.09% 164
2021
Q2 		$411K Sell
1,452
-14
-1% -$4.04K 0.1% 149
2021
Q1 		$387K Sell
1,466
-24
-2% -$5.22K 0.11% 135
2020
Q4 		$304K Sell
1,490
-105
-7% -$19.7K 0.1% 144
2020
Q3 		$288K Hold
1,595
– – 0.11% 131
2020
Q2 		$238K Sell
1,595
-76
-5% -$10.7K 0.1% 138
2020
Q1 		$213K Sell
1,671
-1,461
-47% -$223K 0.12% 124
2019
Q4 		$480K Buy
+3,132
New +$460K 0.21% 94

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

Independent Solutions Wealth Management's KSU Position: Q4 2021 in Review

Independent Solutions Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,328 shares — an estimated $359K sold.

Independent Solutions Wealth Management first reported a position in KSU in Q4 2019 and held it in 8 quarters. The position peaked at $480K in Q4 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Independent Solutions Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,328 Kansas City Southern shares in Q4 2021, an estimated $359K.
  • Independent Solutions Wealth Management first reported a position in Kansas City Southern in Q4 2019 and held it in 8 quarters.
  • Independent Solutions Wealth Management's Kansas City Southern position peaked at $480K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2021, filed 19 Dec 2024.