RPWA
KSU

Regent Peak Wealth Advisors’s Kansas City Southern KSU Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-456
Closed -$93K – 1125
2020
Q4 		$93K Buy
+456
New +$85.6K 0.03% 229

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 $37.4B AUM 35.42% 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

Regent Peak Wealth Advisors's KSU Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Kansas City Southern (KSU) in Q1 2021, closing a stake of 456 shares — an estimated $93K sold.

Regent Peak Wealth Advisors first reported a position in KSU in Q4 2020 and held it in 1 quarter. The position peaked at $93K in Q4 2020. 784 funds tracked by Wall St. Rank hold KSU as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Kansas City Southern position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 456 Kansas City Southern shares in Q1 2021, an estimated $93K.
  • Regent Peak Wealth Advisors first reported a position in Kansas City Southern in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Kansas City Southern position peaked at $93K in Q4 2020.
  • 784 funds tracked by Wall St. Rank held Kansas City Southern as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.