Prime Capital Investment Advisors’s Kansas City Southern KSU Stock Holding History

Prime Capital 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	-3,973	Closed	-$1.07M	–	373
2021 Q3	$1.07M	Sell	3,973 -651	-14%	-$181K	0.07%	174
2021 Q2	$1.31M	Buy	+4,624	New	+$1.33M	0.08%	169
2018 Q3	–	Sell	-40	Closed	-$4K	–	383
2018 Q2	$4K	Buy	+40	New	+$4.35K	﹤0.01%	305

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

Prime Capital Investment Advisors's KSU Position: Q4 2021 in Review

Prime Capital Investment Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 3,973 shares — an estimated $1.07M sold.

Prime Capital Investment Advisors first reported a position in KSU in Q2 2018 and held it in 3 quarters. The position peaked at $1.31M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Prime Capital Investment Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Prime Capital Investment Advisors sold 3,973 Kansas City Southern shares in Q4 2021, an estimated $1.07M.
Prime Capital Investment Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 3 quarters.
Prime Capital Investment Advisors's Kansas City Southern position peaked at $1.31M in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.