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

SOA 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	-16	Closed	-$4K	–	1017
2021 Q3	$4K	Buy	+16	New	+$4.46K	﹤0.01%	730

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

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

SOA Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 16 shares — an estimated $4K sold.

SOA Wealth Advisors first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

SOA Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
SOA Wealth Advisors sold 16 Kansas City Southern shares in Q4 2021, an estimated $4K.
SOA Wealth Advisors first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
SOA Wealth Advisors's Kansas City Southern position peaked at $4K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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