WP
KSU

WealthShield Partners’s Kansas City Southern KSU Stock Holding History

WealthShield Partners’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
-306
Closed -$81K – 1232
2021
Q1 		$81K Sell
306
-2,000
-87% -$435K 0.01% 373
2020
Q4 		$470K Sell
2,306
-132
-5% -$24.8K 0.09% 180
2020
Q3 		$441K Buy
2,438
+877
+56% +$152K 0.15% 144
2020
Q2 		$233K Buy
+1,561
New +$219K 0.11% 183

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

WealthShield Partners's KSU Position: Q2 2021 in Review

WealthShield Partners sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 306 shares — an estimated $81K sold.

WealthShield Partners first reported a position in KSU in Q2 2020 and held it in 4 quarters. The position peaked at $470K in Q4 2020. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • WealthShield Partners reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 306 Kansas City Southern shares in Q2 2021, an estimated $81K.
  • WealthShield Partners first reported a position in Kansas City Southern in Q2 2020 and held it in 4 quarters.
  • WealthShield Partners's Kansas City Southern position peaked at $470K in Q4 2020.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.