Wealthfront Advisers
KSU

Wealthfront Advisers’s Kansas City Southern KSU Stock Holding History

Wealthfront Advisers’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
-6,045
Closed -$1.64M – 780
2021
Q3 		$1.64M Buy
6,045
+259
+4% +$72.1K 0.01% 386
2021
Q2 		$1.64M Buy
5,786
+237
+4% +$68.4K 0.01% 338
2021
Q1 		$1.46M Buy
5,549
+236
+4% +$51.3K 0.01% 326
2020
Q4 		$1.08M Buy
5,313
+92
+2% +$17.3K 0.01% 347
2020
Q3 		$944K Sell
5,221
-103
-2% -$17.8K 0.01% 333
2020
Q2 		$795K Sell
5,324
-4,221
-44% -$593K 0.01% 349
2020
Q1 		$1.21M Buy
9,545
+6,128
+179% +$935K 0.01% 231
2019
Q4 		$523K Buy
3,417
+300
+10% +$44K ﹤0.01% 403
2019
Q3 		$415K Buy
3,117
+458
+17% +$57.1K ﹤0.01% 396
2019
Q2 		$324K Buy
2,659
+359
+16% +$43K ﹤0.01% 428
2019
Q1 		$267K Buy
2,300
+50
+2% +$5.4K ﹤0.01% 441
2018
Q4 		$215K Buy
+2,250
New +$228K ﹤0.01% 430

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

Wealthfront Advisers's KSU Position: Q4 2021 in Review

Wealthfront Advisers sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 6,045 shares — an estimated $1.64M sold.

Wealthfront Advisers first reported a position in KSU in Q4 2018 and held it in 12 quarters. The position peaked at $1.64M in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • Wealthfront Advisers reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • Wealthfront Advisers sold 6,045 Kansas City Southern shares in Q4 2021, an estimated $1.64M.
  • Wealthfront Advisers first reported a position in Kansas City Southern in Q4 2018 and held it in 12 quarters.
  • Wealthfront Advisers's Kansas City Southern position peaked at $1.64M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on Wealthfront Advisers's 13F filing for Q4 2021, filed 21 Jan 2022.