Allworth Financial’s Kandi Technologies Group KNDI Stock Holding History

Allworth Financial’s Portfolio KNDI Stock Details KNDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-29,000	Closed	-$61.5K	–	3756
2024 Q1	$61.5K	Hold	29,000	–	–	﹤0.01%	1219
2023 Q4	$81.2K	Hold	29,000	–	–	﹤0.01%	1020
2023 Q3	$100K	Hold	29,000	–	–	﹤0.01%	879
2023 Q2	$115K	Hold	29,000	–	–	﹤0.01%	851
2023 Q1	$80K	Hold	29,000	–	–	﹤0.01%	923
2022 Q4	$66.7K	Hold	29,000	–	–	﹤0.01%	921
2022 Q3	$61K	Hold	29,000	–	–	﹤0.01%	897
2022 Q2	$70K	Hold	29,000	–	–	﹤0.01%	803
2022 Q1	$93K	Hold	29,000	–	–	﹤0.01%	744
2021 Q4	$93K	Hold	29,000	–	–	﹤0.01%	694
2021 Q3	$129K	Hold	29,000	–	–	﹤0.01%	567
2021 Q2	$173K	Buy	+29,000	New	+$166K	﹤0.01%	389

Other funds holding KNDI

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Walleye Capital

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return