WESPAC Advisors’s Kansas City Southern KSU Stock Holding History

WESPAC 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 Q4	–	Sell	-800	Closed	-$217K	–	191
2021 Q3	$217K	Buy	+800	New	+$223K	0.13%	159

Other funds holding KSU

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

WESPAC Advisors's KSU Position: Q4 2021 in Review

WESPAC Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 800 shares — an estimated $217K sold.

WESPAC Advisors first reported a position in KSU in Q3 2021 and held it in 1 quarter. The position peaked at $217K in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

WESPAC Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors sold 800 Kansas City Southern shares in Q4 2021, an estimated $217K.
WESPAC Advisors first reported a position in Kansas City Southern in Q3 2021 and held it in 1 quarter.
WESPAC Advisors's Kansas City Southern position peaked at $217K in Q3 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.