WIA
KSU

Wealthstreet Investment Advisors’s Kansas City Southern KSU Stock Holding History

Wealthstreet Investment Advisors’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
-37,611
Closed -$9.93M – 353
2021
Q1 		$9.93M Sell
37,611
-2,300
-6% -$500K 0.97% 26
2020
Q4 		$8.15M Sell
39,911
-500
-1% -$93.9K 0.82% 28
2020
Q3 		$7.31M Sell
40,411
-1,000
-2% -$173K 0.82% 29
2020
Q2 		$6.18M Hold
41,411
– – 0.76% 35
2020
Q1 		$5.27M Sell
41,411
-100
-0.2% -$15.3K 0.78% 35
2019
Q4 		$6.36M Hold
41,511
– – 0.74% 37
2019
Q3 		$5.96M Sell
41,511
-9
-0% -$1.12K 0.76% 39
2019
Q2 		$5.06M Sell
41,520
-350
-0.8% -$41.9K 0.65% 41
2019
Q1 		$4.86M Buy
41,870
+450
+1% +$48.6K 0.64% 41
2018
Q4 		$4.53M Hold
41,420
– – 0.64% 43
2018
Q3 		$4.69M Sell
41,420
-450
-1% -$51.3K 0.58% 48
2018
Q2 		$4.44M Sell
41,870
-200
-0.5% -$21.8K 0.59% 48
2018
Q1 		$4.62M Sell
42,070
-100
-0.2% -$10.8K 0.58% 44
2017
Q4 		$4.44M Buy
+42,170
New +$4.5M 0.54% 55

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthstreet Investment Advisors's KSU Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Kansas City Southern (KSU) in Q2 2021, closing a stake of 37,611 shares — an estimated $9.93M sold.

Wealthstreet Investment Advisors first reported a position in KSU in Q4 2017 and held it in 14 quarters. The position peaked at $9.93M in Q1 2021. 775 funds tracked by Wall St. Rank hold KSU as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Kansas City Southern position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 37,611 Kansas City Southern shares in Q2 2021, an estimated $9.93M.
  • Wealthstreet Investment Advisors first reported a position in Kansas City Southern in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Kansas City Southern position peaked at $9.93M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.