PWMG
KSU

Prestige Wealth Management Group’s Kansas City Southern KSU Stock Holding History

Prestige Wealth Management Group’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
-13
Closed -$4K – 1087
2021
Q3 		$4K Hold
13
– – ﹤0.01% 710
2021
Q2 		$4K Hold
13
– – ﹤0.01% 708
2021
Q1 		$3K Hold
13
– – ﹤0.01% 756
2020
Q4 		$3K Buy
+13
New +$2.44K ﹤0.01% 723
2020
Q2 		– Sell
-5
Closed -$1K – 987
2020
Q1 		$1K Buy
+5
New +$763 ﹤0.01% 879
2019
Q1 		– Sell
-16
Closed -$2K – 1233
2018
Q4 		$2K Buy
+16
New +$1.62K ﹤0.01% 911

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

Prestige Wealth Management Group's KSU Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 13 shares — an estimated $4K sold.

Prestige Wealth Management Group first reported a position in KSU in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 13 Kansas City Southern shares in Q4 2021, an estimated $4K.
  • Prestige Wealth Management Group first reported a position in Kansas City Southern in Q4 2018 and held it in 6 quarters.
  • Prestige Wealth Management Group's Kansas City Southern position peaked at $4K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.