Kestra Advisory Services’s Kansas City Southern KSU Stock Holding History

Kestra Advisory Services’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	-1,037	Closed	-$281K	–	2241
2021 Q3	$281K	Buy	1,037 +135	+15%	+$37.6K	﹤0.01%	1723
2021 Q2	$256K	Sell	902 -279	-24%	-$80.5K	﹤0.01%	1682
2021 Q1	$312K	Sell	1,181 -1,434	-55%	-$312K	﹤0.01%	1444
2020 Q4	$527K	Buy	+2,615	New	+$491K	0.01%	1179

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

Kestra Advisory Services's KSU Position: Q4 2021 in Review

Kestra Advisory Services sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,037 shares — an estimated $281K sold.

Kestra Advisory Services first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $527K in Q4 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Kestra Advisory Services reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 1,037 Kansas City Southern shares in Q4 2021, an estimated $281K.
Kestra Advisory Services first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Kestra Advisory Services's Kansas City Southern position peaked at $527K in Q4 2020.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.