Lumature Wealth Partners’s Kansas City Southern KSU Stock Holding History

Lumature Wealth Partners’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	-29	Closed	-$8K	–	416
2021 Q3	$8K	Buy	29 +15	+107%	+$4.18K	﹤0.01%	355
2021 Q2	$4K	Buy	+14	New	+$4.04K	﹤0.01%	349

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

Lumature Wealth Partners's KSU Position: Q4 2021 in Review

Lumature Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 29 shares — an estimated $8K sold.

Lumature Wealth Partners first reported a position in KSU in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Lumature Wealth Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Lumature Wealth Partners sold 29 Kansas City Southern shares in Q4 2021, an estimated $8K.
Lumature Wealth Partners first reported a position in Kansas City Southern in Q2 2021 and held it in 2 quarters.
Lumature Wealth Partners's Kansas City Southern position peaked at $8K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Lumature Wealth Partners's 13F filing for Q4 2021, filed 10 Feb 2022.