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

Modera 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	-1,783	Closed	-$483K	–	609
2021 Q3	$483K	Hold	1,783	–	–	0.02%	159
2021 Q2	$505K	Sell	1,783 -97	-5%	-$28K	0.03%	146
2021 Q1	$497K	Buy	1,880 +97	+5%	+$21.1K	0.03%	139
2020 Q4	$364K	Buy	+1,783	New	+$335K	0.03%	158

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

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

Modera Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,783 shares — an estimated $483K sold.

Modera Wealth Management first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $505K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Modera Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Modera Wealth Management sold 1,783 Kansas City Southern shares in Q4 2021, an estimated $483K.
Modera Wealth Management first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Modera Wealth Management's Kansas City Southern position peaked at $505K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Modera Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.