V Wealth Advisors’s Kansas City Southern KSU Stock Holding History

V Wealth Advisors’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	-1,763	Closed	-$477K	–	574
2021 Q3	$477K	Hold	1,763	–	–	0.07%	273
2021 Q2	$499K	Buy	1,763 +858	+95%	+$248K	0.08%	274
2021 Q1	$239K	Buy	+905	New	+$197K	0.04%	377
2018 Q4	–	Sell	-11,869	Closed	-$1.35M	–	236
2018 Q3	$1.35M	Buy	11,869 +75	+0.6%	+$8.54K	0.62%	49
2018 Q2	$1.28M	Buy	11,794 +7,721	+190%	+$840K	0.72%	42
2018 Q1	$442K	Buy	+4,073	New	+$441K	0.24%	113
2017 Q3	–	Sell	-1,616	Closed	-$169K	–	763
2017 Q2	$169K	Buy	+1,616	New	+$152K	0.08%	195

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

V Wealth Advisors's KSU Position: Q4 2021 in Review

V Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,763 shares — an estimated $477K sold.

V Wealth Advisors first reported a position in KSU in Q2 2017 and held it in 7 quarters. The position peaked at $1.35M in Q3 2018. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

V Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
V Wealth Advisors sold 1,763 Kansas City Southern shares in Q4 2021, an estimated $477K.
V Wealth Advisors first reported a position in Kansas City Southern in Q2 2017 and held it in 7 quarters.
V Wealth Advisors's Kansas City Southern position peaked at $1.35M in Q3 2018.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.