SFMG Wealth Advisors’s Kansas City Southern KSU Stock Holding History

SFMG 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 Q4	–	Sell	-2,164	Closed	-$586K	–	308
2021 Q3	$586K	Sell	2,164 -135	-6%	-$37.6K	0.07%	128
2021 Q2	$651K	Sell	2,299 -8,841	-79%	-$2.55M	0.07%	118
2021 Q1	$2.94M	Buy	11,140 +885	+9%	+$192K	0.34%	39
2020 Q4	$2.09M	Buy	10,255 +3,769	+58%	+$708K	0.27%	49
2020 Q3	$1.17M	Buy	6,486 +125	+2%	+$21.6K	0.16%	57
2020 Q2	$950K	Buy	+6,361	New	+$894K	0.14%	57

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

SFMG Wealth Advisors's KSU Position: Q4 2021 in Review

SFMG Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,164 shares — an estimated $586K sold.

SFMG Wealth Advisors first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $2.94M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

SFMG Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 2,164 Kansas City Southern shares in Q4 2021, an estimated $586K.
SFMG Wealth Advisors first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
SFMG Wealth Advisors's Kansas City Southern position peaked at $2.94M in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on SFMG Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.