9258 Wealth Management’s QuantumScape Corp QS Stock Holding History

9258 Wealth Management’s Portfolio QS Stock Details QS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,000	Closed	-$221K	–	376
2021 Q3	$221K	Hold	9,000	–	–	0.06%	319
2021 Q2	$263K	Hold	9,000	–	–	0.07%	286
2021 Q1	$403K	Hold	9,000	–	–	0.12%	187
2020 Q4	$760K	Buy	+9,000	New	+$330K	0.25%	98

Other funds holding QS

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

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

VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

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

9258 Wealth Management's QS Position: Q4 2021 in Review

9258 Wealth Management sold out of QuantumScape Corp (QS) in Q4 2021, closing a stake of 9,000 shares — an estimated $221K sold.

9258 Wealth Management first reported a position in QS in Q4 2020 and held it in 4 quarters. The position peaked at $760K in Q4 2020. 359 funds tracked by Wall St. Rank hold QS as of Q4 2021.

9258 Wealth Management reported no remaining QuantumScape Corp position as of Q4 2021 after selling out during the quarter.
9258 Wealth Management sold 9,000 QuantumScape Corp shares in Q4 2021, an estimated $221K.
9258 Wealth Management first reported a position in QuantumScape Corp in Q4 2020 and held it in 4 quarters.
9258 Wealth Management's QuantumScape Corp position peaked at $760K in Q4 2020.
359 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2021.

Based on 9258 Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.