One Plus One Wealth Management’s Kansas City Southern KSU Stock Holding History

One Plus One 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	-1,958	Closed	-$530K	–	99
2021 Q3	$530K	Hold	1,958	–	–	0.38%	38
2021 Q2	$555K	Hold	1,958	–	–	0.38%	36
2021 Q1	$517K	Buy	+1,958	New	+$426K	0.4%	37

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

One Plus One Wealth Management's KSU Position: Q4 2021 in Review

One Plus One Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,958 shares — an estimated $530K sold.

One Plus One Wealth Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $555K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

One Plus One Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
One Plus One Wealth Management sold 1,958 Kansas City Southern shares in Q4 2021, an estimated $530K.
One Plus One Wealth Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
One Plus One Wealth Management's Kansas City Southern position peaked at $555K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on One Plus One Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.