Sound View Wealth Advisors Group’s Kansas City Southern KSU Stock Holding History

Sound View Wealth Advisors 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	-2,973	Closed	-$805K	–	302
2021 Q3	$805K	Buy	2,973 +451	+18%	+$126K	0.17%	136
2021 Q2	$715K	Buy	2,522 +498	+25%	+$144K	0.15%	138
2021 Q1	$534K	Buy	+2,024	New	+$440K	0.12%	150

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

Sound View Wealth Advisors Group's KSU Position: Q4 2021 in Review

Sound View Wealth Advisors Group sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 2,973 shares — an estimated $805K sold.

Sound View Wealth Advisors Group first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $805K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Sound View Wealth Advisors Group reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,973 Kansas City Southern shares in Q4 2021, an estimated $805K.
Sound View Wealth Advisors Group first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Sound View Wealth Advisors Group's Kansas City Southern position peaked at $805K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2021, filed 20 Jan 2022.