LNWWM
KSU

Laird Norton Wetherby Wealth Management’s Kansas City Southern KSU Stock Holding History

Laird Norton Wetherby 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
-1,821
Closed -$493K – 974
2021
Q3 		$493K Buy
1,821
+12
+0.7% +$3.34K 0.03% 518
2021
Q2 		$513K Buy
1,809
+7
+0.4% +$2.02K 0.03% 502
2021
Q1 		$475K Sell
1,802
-11
-0.6% -$2.39K 0.04% 449
2020
Q4 		$370K Sell
1,813
-37
-2% -$6.95K 0.03% 577
2020
Q3 		$334K Sell
1,850
-53
-3% -$9.18K 0.03% 492
2020
Q2 		$284K Buy
1,903
+192
+11% +$27K 0.03% 535
2020
Q1 		$218K Buy
1,711
+187
+12% +$28.5K 0.02% 552
2019
Q4 		$233K Buy
+1,524
New +$224K 0.02% 617
2018
Q2 		– Sell
-2,812
Closed -$309K – 670
2018
Q1 		$309K Buy
2,812
+155
+6% +$16.8K 0.04% 470
2017
Q4 		$280K Buy
2,657
+48
+2% +$5.12K 0.04% 489
2017
Q3 		$284K Buy
2,609
+16
+0.6% +$1.68K 0.04% 478
2017
Q2 		$271K Buy
+2,593
New +$243K 0.05% 460

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

Laird Norton Wetherby Wealth Management's KSU Position: Q4 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,821 shares — an estimated $493K sold.

Laird Norton Wetherby Wealth Management first reported a position in KSU in Q2 2017 and held it in 12 quarters. The position peaked at $513K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,821 Kansas City Southern shares in Q4 2021, an estimated $493K.
  • Laird Norton Wetherby Wealth Management first reported a position in Kansas City Southern in Q2 2017 and held it in 12 quarters.
  • Laird Norton Wetherby Wealth Management's Kansas City Southern position peaked at $513K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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