WA
KSU

Wealth Alliance’s Kansas City Southern KSU Stock Holding History

Wealth Alliance’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
Q2 		– Sell
-1,055
Closed -$279K – 434
2021
Q1 		$279K Sell
1,055
-188
-15% -$40.9K 0.08% 311
2020
Q4 		$254K Sell
1,243
-69
-5% -$13K 0.07% 315
2020
Q3 		$237K Sell
1,312
-767
-37% -$133K 0.09% 284
2020
Q2 		$310K Buy
+2,079
New +$292K 0.12% 211

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Alliance's KSU Position: Q2 2021 in Review

Wealth Alliance sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 1,055 shares — an estimated $279K sold.

Wealth Alliance first reported a position in KSU in Q2 2020 and held it in 4 quarters. The position peaked at $310K in Q2 2020. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Wealth Alliance reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Wealth Alliance sold 1,055 Kansas City Southern shares in Q2 2021, an estimated $279K.
  • Wealth Alliance first reported a position in Kansas City Southern in Q2 2020 and held it in 4 quarters.
  • Wealth Alliance's Kansas City Southern position peaked at $310K in Q2 2020.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Wealth Alliance's 13F filing for Q2 2021, filed 16 Aug 2021.