Professional Financial Advisors’s Kansas City Southern KSU Stock Holding History

Professional Financial 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	-125	Closed	-$34K	–	492
2021 Q3	$34K	Hold	125	–	–	0.02%	168
2021 Q2	$36K	Hold	125	–	–	0.02%	170
2021 Q1	$33K	Hold	125	–	–	0.02%	157
2020 Q4	$26K	Hold	125	–	–	0.02%	171
2020 Q3	$22K	Buy	+125	New	+$21.6K	0.02%	161

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

Professional Financial Advisors's KSU Position: Q4 2021 in Review

Professional Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 125 shares — an estimated $34K sold.

Professional Financial Advisors first reported a position in KSU in Q3 2020 and held it in 5 quarters. The position peaked at $36K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Professional Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Professional Financial Advisors sold 125 Kansas City Southern shares in Q4 2021, an estimated $34K.
Professional Financial Advisors first reported a position in Kansas City Southern in Q3 2020 and held it in 5 quarters.
Professional Financial Advisors's Kansas City Southern position peaked at $36K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Professional Financial Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.