Wealthspire Advisors (New York)’s Kansas City Southern KSU Stock Holding History

Wealthspire Advisors (New York)’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	-2,059	Closed	-$543K	–	710
2021 Q1	$543K	Buy	2,059 +108	+6%	+$23.5K	0.01%	373
2020 Q4	$398K	Buy	1,951 +549	+39%	+$103K	0.01%	351
2020 Q3	$254K	Sell	1,402 -68	-5%	-$11.8K	0.02%	258
2020 Q2	$219K	Sell	1,470 -223	-13%	-$31.4K	0.02%	249
2020 Q1	$215K	Buy	+1,693	New	+$258K	0.01%	470
2019 Q1	–	Sell	-50	Closed	-$5K	–	879
2018 Q4	$5K	Buy	+50	New	+$5.08K	﹤0.01%	666

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s KSU Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 2,059 shares — an estimated $543K sold.

Wealthspire Advisors (New York) first reported a position in KSU in Q4 2018 and held it in 6 quarters. The position peaked at $543K in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

Wealthspire Advisors (New York) reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,059 Kansas City Southern shares in Q2 2021, an estimated $543K.
Wealthspire Advisors (New York) first reported a position in Kansas City Southern in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Kansas City Southern position peaked at $543K in Q1 2021.
775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.