PWM
KSU

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

Perigon 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
Q1 		– Sell
-450
Closed -$92K – 1101
2020
Q4 		$92K Buy
+450
New +$84.5K 0.01% 563
2020
Q1 		– Sell
-2,009
Closed -$311K – 349
2019
Q4 		$311K Buy
+2,009
New +$295K 0.06% 189
2019
Q3 		– Sell
-2,000
Closed -$244K – 268
2019
Q2 		$244K Buy
+2,000
New +$239K 0.06% 201
2019
Q1 		– Sell
-3,000
Closed -$327K – 243
2018
Q4 		$327K Buy
+3,000
New +$305K 0.08% 156

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's KSU Position: Q1 2021 in Review

Perigon Wealth Management sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 450 shares — an estimated $92K sold.

Perigon Wealth Management first reported a position in KSU in Q4 2018 and held it in 4 quarters. The position peaked at $327K in Q4 2018. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Perigon Wealth Management reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 450 Kansas City Southern shares in Q1 2021, an estimated $92K.
  • Perigon Wealth Management first reported a position in Kansas City Southern in Q4 2018 and held it in 4 quarters.
  • Perigon Wealth Management's Kansas City Southern position peaked at $327K in Q4 2018.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.