VFA
KSU

Valeo Financial Advisors’s Kansas City Southern KSU Stock Holding History

Valeo Financial 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
-763
Closed -$207K – 657
2021
Q3 		$207K Sell
763
-96
-11% -$26.7K 0.01% 494
2021
Q2 		$244K Buy
859
+94
+12% +$27.1K 0.01% 408
2021
Q1 		$202K Sell
765
-30
-4% -$6.53K 0.01% 440
2020
Q4 		$162K Buy
795
+184
+30% +$34.6K 0.01% 456
2020
Q3 		$110K Sell
611
-392
-39% -$67.9K 0.01% 461
2020
Q2 		$150K Buy
1,003
+11
+1% +$1.55K 0.01% 383
2020
Q1 		$136K Sell
992
-746
-43% -$114K 0.01% 359
2019
Q4 		$266K Sell
1,738
-1,184
-41% -$174K 0.03% 267
2019
Q3 		$389K Sell
2,922
-1,247
-30% -$155K 0.04% 199
2019
Q2 		$508K Buy
4,169
+9
+0.2% +$1.08K 0.06% 179
2019
Q1 		$482K Buy
4,160
+10
+0.2% +$1.08K 0.06% 178
2018
Q4 		$396K Buy
4,150
+2,295
+124% +$233K 0.06% 183
2018
Q3 		$189K Buy
1,855
+1,630
+724% +$186K 0.03% 283
2018
Q2 		$26K Buy
+225
New +$24.5K ﹤0.01% 693

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

Valeo Financial Advisors's KSU Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 763 shares — an estimated $207K sold.

Valeo Financial Advisors first reported a position in KSU in Q2 2018 and held it in 14 quarters. The position peaked at $508K in Q2 2019. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Valeo Financial Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 763 Kansas City Southern shares in Q4 2021, an estimated $207K.
  • Valeo Financial Advisors first reported a position in Kansas City Southern in Q2 2018 and held it in 14 quarters.
  • Valeo Financial Advisors's Kansas City Southern position peaked at $508K in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.