Spire Wealth Management’s Kansas City Southern KSU Stock Holding History

Spire Wealth Management’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	-526	Closed	-$142K	–	3036
2021 Q3	$142K	Buy	526 +500	+1,923%	+$139K	﹤0.01%	1061
2021 Q2	$7K	Sell	26 -3,179	-99%	-$918K	﹤0.01%	2255
2021 Q1	$813K	Buy	+3,205	New	+$697K	0.02%	511

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

Spire Wealth Management's KSU Position: Q4 2021 in Review

Spire Wealth Management sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 526 shares — an estimated $142K sold.

Spire Wealth Management first reported a position in KSU in Q1 2021 and held it in 3 quarters. The position peaked at $813K in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Spire Wealth Management reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 526 Kansas City Southern shares in Q4 2021, an estimated $142K.
Spire Wealth Management first reported a position in Kansas City Southern in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Kansas City Southern position peaked at $813K in Q1 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.