MWA
KSU

Meridian Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Meridian Wealth Advisors’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
-816
Closed -$221K – 207
2021
Q3 		$221K Sell
816
-1,430
-64% -$398K 0.06% 180
2021
Q2 		$636K Sell
2,246
-95
-4% -$27.4K 0.18% 102
2021
Q1 		$618K Sell
2,341
-681
-23% -$148K 0.21% 95
2020
Q4 		$617K Buy
3,022
+95
+3% +$17.8K 0.23% 92
2020
Q3 		$529K Buy
2,927
+70
+2% +$12.1K 0.23% 94
2020
Q2 		$427K Hold
2,857
– – 0.2% 103
2020
Q1 		$363K Sell
2,857
-584
-17% -$89.1K 0.2% 91
2019
Q4 		$527K Buy
3,441
+16
+0.5% +$2.35K 0.21% 90
2019
Q3 		$456K Hold
3,425
– – 0.2% 97
2019
Q2 		$429K Sell
3,425
-53
-2% -$6.34K 0.3% 74
2019
Q1 		$403K Buy
3,478
+78
+2% +$8.42K 0.29% 75
2018
Q4 		$325K Buy
+3,400
New +$345K 0.25% 79

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

Meridian Wealth Advisors's KSU Position: Q4 2021 in Review

Meridian Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 816 shares — an estimated $221K sold.

Meridian Wealth Advisors first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $636K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Meridian Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Meridian Wealth Advisors sold 816 Kansas City Southern shares in Q4 2021, an estimated $221K.
  • Meridian Wealth Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
  • Meridian Wealth Advisors's Kansas City Southern position peaked at $636K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Meridian Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.