Sage Private Wealth Group’s Kansas City Southern KSU Stock Holding History

Sage Private Wealth 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	-129	Closed	-$35K	–	181
2021 Q3	$35K	Sell	129 -44	-25%	-$12.3K	0.05%	94
2021 Q2	$49K	Sell	173 -11	-6%	-$3.17K	0.07%	82
2021 Q1	$49K	Hold	184	–	–	0.08%	83
2020 Q4	$38K	Buy	+184	New	+$34.6K	0.11%	78

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

Sage Private Wealth Group's KSU Position: Q4 2021 in Review

Sage Private Wealth Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 129 shares — an estimated $35K sold.

Sage Private Wealth Group first reported a position in KSU in Q4 2020 and held it in 4 quarters. The position peaked at $49K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sage Private Wealth Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sage Private Wealth Group sold 129 Kansas City Southern shares in Q4 2021, an estimated $35K.
Sage Private Wealth Group first reported a position in Kansas City Southern in Q4 2020 and held it in 4 quarters.
Sage Private Wealth Group's Kansas City Southern position peaked at $49K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sage Private Wealth Group's 13F filing for Q4 2021, filed 24 Jan 2022.