Toth Financial Advisory’s Kansas City Southern KSU Stock Holding History

Toth Financial 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	-105	Closed	-$28K	–	850
2021 Q3	$28K	Hold	105	–	–	﹤0.01%	362
2021 Q2	$30K	Hold	105	–	–	﹤0.01%	330
2021 Q1	$28K	Hold	105	–	–	﹤0.01%	345
2020 Q4	$21K	Hold	105	–	–	﹤0.01%	339
2020 Q3	$19K	Buy	105 +100	+2,000%	+$17.3K	﹤0.01%	322
2020 Q2	$1K	Buy	+5	New	+$703	﹤0.01%	540

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

Toth Financial Advisory's KSU Position: Q4 2021 in Review

Toth Financial Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 105 shares — an estimated $28K sold.

Toth Financial Advisory first reported a position in KSU in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

Toth Financial Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
Toth Financial Advisory sold 105 Kansas City Southern shares in Q4 2021, an estimated $28K.
Toth Financial Advisory first reported a position in Kansas City Southern in Q2 2020 and held it in 6 quarters.
Toth Financial Advisory's Kansas City Southern position peaked at $30K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.