West Paces Advisors’s Kansas City Southern KSU Stock Holding History

West Paces 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	-56	Closed	-$15.2K	–	642
2021 Q3	$15.2K	Hold	56	–	–	0.01%	319
2021 Q2	$15.9K	Buy	+56	New	+$16.2K	0.01%	312
2017 Q1	–	Sell	-29	Closed	-$2.49K	–	561
2016 Q4	$2.46K	Buy	+29	New	+$2.56K	﹤0.01%	462

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

West Paces Advisors's KSU Position: Q4 2021 in Review

West Paces Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 56 shares — an estimated $15.2K sold.

West Paces Advisors first reported a position in KSU in Q4 2016 and held it in 3 quarters. The position peaked at $15.9K in Q2 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

West Paces Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
West Paces Advisors sold 56 Kansas City Southern shares in Q4 2021, an estimated $15.2K.
West Paces Advisors first reported a position in Kansas City Southern in Q4 2016 and held it in 3 quarters.
West Paces Advisors's Kansas City Southern position peaked at $15.9K in Q2 2021.
4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on West Paces Advisors's 13F filing for Q4 2021, filed 20 Dec 2023.