SPIA
KSU

Steward Partners Investment Advisory’s Kansas City Southern KSU Stock Holding History

Steward Partners Investment Advisory’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
-1,129
Closed -$306K – 3394
2021
Q3 		$306K Sell
1,129
-7,418
-87% -$2.07M 0.01% 1104
2021
Q2 		$2.42M Sell
8,547
-13,179
-61% -$3.8M 0.04% 401
2021
Q1 		$5.73M Sell
21,726
-2,004
-8% -$436K 0.1% 216
2020
Q4 		$4.84M Sell
23,730
-699
-3% -$131K 0.1% 198
2020
Q3 		$4.42M Sell
24,429
-384
-2% -$66.5K 0.11% 198
2020
Q2 		$3.7M Buy
24,813
+804
+3% +$113K 0.11% 203
2020
Q1 		$3.05M Buy
24,009
+2,648
+12% +$404K 0.11% 202
2019
Q4 		$3.27M Buy
21,361
+1,742
+9% +$256K 0.1% 217
2019
Q3 		$2.61M Buy
19,619
+706
+4% +$88K 0.09% 236
2019
Q2 		$2.3M Buy
18,913
+2,555
+16% +$306K 0.08% 238
2019
Q1 		$1.9M Buy
16,358
+3,452
+27% +$373K 0.08% 243
2018
Q4 		$1.23M Buy
12,906
+2,024
+19% +$205K 0.06% 299
2018
Q3 		$1.23M Buy
10,882
+7,177
+194% +$818K 0.06% 297
2018
Q2 		$393K Buy
3,705
+1,155
+45% +$126K 0.02% 517
2018
Q1 		$280K Buy
2,550
+960
+60% +$104K 0.02% 554
2017
Q4 		$167K Buy
1,590
+114
+8% +$12.2K 0.01% 559
2017
Q3 		$160K Buy
1,476
+514
+53% +$53.9K 0.02% 477
2017
Q2 		$100K Buy
962
+838
+676% +$78.6K 0.01% 497
2017
Q1 		$10K Buy
124
+3
+2% +$257 ﹤0.01% 955
2016
Q4 		$10K Buy
+121
New +$10.7K ﹤0.01% 567

Other funds holding KSU

Kovitz Investment Group Partners
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

Steward Partners Investment Advisory's KSU Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,129 shares — an estimated $306K sold.

Steward Partners Investment Advisory first reported a position in KSU in Q4 2016 and held it in 20 quarters. The position peaked at $5.73M in Q1 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,129 Kansas City Southern shares in Q4 2021, an estimated $306K.
  • Steward Partners Investment Advisory first reported a position in Kansas City Southern in Q4 2016 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Kansas City Southern position peaked at $5.73M in Q1 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.