OIA
KSU

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

Optimum 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
-275
Closed -$74K – 883
2021
Q3 		$74K Hold
275
– – 0.03% 385
2021
Q2 		$78K Sell
275
-200
-42% -$57.7K 0.02% 421
2021
Q1 		$125K Hold
475
– – 0.04% 336
2020
Q4 		$97K Hold
475
– – 0.03% 353
2020
Q3 		$86K Hold
475
– – 0.03% 353
2020
Q2 		$71K Hold
475
– – 0.02% 376
2020
Q1 		$60K Sell
475
-700
-60% -$107K 0.02% 395
2019
Q4 		$180K Sell
1,175
-345
-23% -$50.6K 0.05% 293
2019
Q3 		$202K Sell
1,520
-425
-22% -$53K 0.06% 260
2019
Q2 		$237K Buy
1,945
+300
+18% +$35.9K 0.08% 246
2019
Q1 		$191K Buy
1,645
+1,445
+723% +$156K 0.06% 279
2018
Q4 		$19K Buy
+200
New +$20.3K 0.01% 662

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

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

Optimum Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 275 shares — an estimated $74K sold.

Optimum Investment Advisors first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $237K in Q2 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Optimum Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 275 Kansas City Southern shares in Q4 2021, an estimated $74K.
  • Optimum Investment Advisors first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
  • Optimum Investment Advisors's Kansas City Southern position peaked at $237K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.