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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Allworth Financial's KNDI Position: Q2 2024 in Review

Allworth Financial sold out of Kandi Technologies Group (KNDI) in Q2 2024, closing a stake of 29,000 shares — an estimated $61.5K sold.

Allworth Financial first reported a position in KNDI in Q2 2021 and held it in 12 quarters. The position peaked at $173K in Q2 2021. 39 funds tracked by Wall St. Rank hold KNDI as of Q2 2024.

Allworth Financial reported no remaining Kandi Technologies Group position as of Q2 2024 after selling out during the quarter.
Allworth Financial sold 29,000 Kandi Technologies Group shares in Q2 2024, an estimated $61.5K.
Allworth Financial first reported a position in Kandi Technologies Group in Q2 2021 and held it in 12 quarters.
Allworth Financial's Kandi Technologies Group position peaked at $173K in Q2 2021.
39 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.