OIA
KSU

OneDigital Investment Advisors’s Kansas City Southern KSU Stock Holding History

OneDigital Investment 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
-858
Closed -$232K – 842
2021
Q3 		$232K Buy
+858
New +$239K 0.01% 644
2021
Q2 		– Sell
-790
Closed -$209K – 800
2021
Q1 		$209K Buy
+790
New +$172K 0.01% 607
2019
Q3 		– Sell
-194
Closed -$24K – 1251
2019
Q2 		$24K Sell
194
-36
-16% -$4.31K ﹤0.01% 767
2019
Q1 		$27K Buy
230
+1
+0.4% +$108 ﹤0.01% 651
2018
Q4 		$22K Hold
229
– – ﹤0.01% 673
2018
Q3 		$26K Hold
229
– – 0.01% 582
2018
Q2 		$24K Hold
229
– – 0.01% 754
2018
Q1 		$25K Hold
229
– – 0.01% 741
2017
Q4 		$24K Hold
229
– – ﹤0.01% 748
2017
Q3 		$25K Sell
229
-34
-13% -$3.57K 0.01% 584
2017
Q2 		$28K Buy
+263
New +$24.7K 0.01% 637

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

OneDigital Investment Advisors's KSU Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 858 shares — an estimated $232K sold.

OneDigital Investment Advisors first reported a position in KSU in Q2 2017 and held it in 11 quarters. The position peaked at $232K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 858 Kansas City Southern shares in Q4 2021, an estimated $232K.
  • OneDigital Investment Advisors first reported a position in Kansas City Southern in Q2 2017 and held it in 11 quarters.
  • OneDigital Investment Advisors's Kansas City Southern position peaked at $232K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.