Assetmark, Inc Kansas City Southern Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 11, 2020	SELL	N/A	-845 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	N/A	-15 Reduced 1.74%	845 $112,000
Q2 2019 Aug 14, 2019	SELL	N/A	-127 Reduced 12.87%	860 $105,000
Q1 2019 May 14, 2019	SELL	N/A	-19 Reduced 1.89%	987 $114,000
Q4 2018 Feb 13, 2019	BUY	N/A	63 Added 6.68%	1,006 $96,000
Q3 2018 Nov 13, 2018	SELL	N/A	-7 Reduced 0.74%	943 $107,000
Q2 2018 Aug 01, 2018	BUY	N/A	950 New	950 $101,000
Q1 2018 May 16, 2018	SELL	N/A	-75 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	50 Added 200.0%	75 $8,000
Q3 2017 Nov 08, 2017	SELL	N/A	-51 Reduced 67.11%	25 $3,000
Q1 2016 Sep 15, 2017	BUY	N/A	43 Added 130.3%	76 $6,000
Q4 2015 Sep 15, 2017	BUY	N/A	33	33 $2,000

Others Institutions Holding KSU

# of Institutions

2

Shares Held

3.13K

Call Options Held

0

Put Options Held

0

Independent Solutions Wealth Management, LLC Williamsville, NY

3.13K
Shares

$0
0.21% of portfolio
Huntington National Bank Columbus, OH

1
Shares

$0
0.0% of portfolio

About Kansas City Southern

Ticker KSU
Sector Industrials
Industry Railroads
Shares Outstandng 90,933,696
Market Cap $26.7B

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