WBH Advisory’s Kansas City Southern KSU Stock Holding History

WBH 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	-1,301	Closed	-$352K	–	317
2021 Q3	$352K	Hold	1,301	–	–	0.05%	232
2021 Q2	$348K	Sell	1,301 -24	-2%	-$6.93K	0.05%	211
2021 Q1	$350K	Sell	1,325 -45	-3%	-$9.79K	0.06%	209
2020 Q4	$295K	Buy	1,370 +51	+4%	+$9.58K	0.05%	217
2020 Q3	$238K	Buy	+1,319	New	+$228K	0.05%	225
2020 Q1	–	Sell	-1,307	Closed	-$200K	–	251
2019 Q4	$200K	Buy	+1,307	New	+$192K	0.04%	240

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

WBH Advisory's KSU Position: Q4 2021 in Review

WBH Advisory sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,301 shares — an estimated $352K sold.

WBH Advisory first reported a position in KSU in Q4 2019 and held it in 6 quarters. The position peaked at $352K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

WBH Advisory reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
WBH Advisory sold 1,301 Kansas City Southern shares in Q4 2021, an estimated $352K.
WBH Advisory first reported a position in Kansas City Southern in Q4 2019 and held it in 6 quarters.
WBH Advisory's Kansas City Southern position peaked at $352K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on WBH Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.