Stratos Wealth Partners’s Kansas City Southern KSU Stock Holding History

Stratos Wealth Partners’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	-827	Closed	-$224K	–	1317
2021 Q3	$224K	Buy	+827	New	+$230K	0.01%	1056
2018 Q4	–	Sell	-1,126	Closed	-$128K	–	2763
2018 Q3	$128K	Buy	+1,126	New	+$128K	0.01%	1022
2018 Q2	–	Sell	-1,226	Closed	-$135K	–	2849
2018 Q1	$135K	Buy	1,226 +131	+12%	+$14.2K	0.01%	1051
2017 Q4	$115K	Buy	+1,095	New	+$117K	0.01%	1109
2017 Q3	–	Sell	-11,034	Closed	-$1.16M	–	970
2017 Q2	$1.16M	Buy	11,034 +647	+6%	+$60.7K	0.06%	271
2017 Q1	$891K	Buy	+10,387	New	+$890K	0.05%	302

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

Stratos Wealth Partners's KSU Position: Q4 2021 in Review

Stratos Wealth Partners sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 827 shares — an estimated $224K sold.

Stratos Wealth Partners first reported a position in KSU in Q1 2017 and held it in 6 quarters. The position peaked at $1.16M in Q2 2017. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Stratos Wealth Partners reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 827 Kansas City Southern shares in Q4 2021, an estimated $224K.
Stratos Wealth Partners first reported a position in Kansas City Southern in Q1 2017 and held it in 6 quarters.
Stratos Wealth Partners's Kansas City Southern position peaked at $1.16M in Q2 2017.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

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