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

Mattern 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	-763	Closed	-$206K	–	179
2021 Q3	$206K	Hold	763	–	–	0.07%	159
2021 Q2	$203K	Hold	763	–	–	0.06%	166
2021 Q1	$201K	Buy	+763	New	+$166K	0.07%	152

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

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

Mattern Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 763 shares — an estimated $206K sold.

Mattern Wealth Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $206K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Mattern Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Mattern Wealth Management sold 763 Kansas City Southern shares in Q4 2021, an estimated $206K.
Mattern Wealth Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Mattern Wealth Management's Kansas City Southern position peaked at $206K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Mattern Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.