RWB
KSU

RMR Wealth Builders’s Kansas City Southern KSU Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-46
Closed -$12K – 785
2021
Q1 		$12K Buy
+46
New +$10K ﹤0.01% 583

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RMR Wealth Builders's KSU Position: Q2 2021 in Review

RMR Wealth Builders sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 46 shares — an estimated $12K sold.

RMR Wealth Builders first reported a position in KSU in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • RMR Wealth Builders reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 46 Kansas City Southern shares in Q2 2021, an estimated $12K.
  • RMR Wealth Builders first reported a position in Kansas City Southern in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Kansas City Southern position peaked at $12K in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.