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Beaird Harris Wealth Management’s Kandi Technologies Group KNDI Stock Holding History

Beaird Harris Wealth Management’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
2023
Q1 		– Sell
-250
Closed -$575 – 614
2022
Q4 		$575 Buy
+250
New +$655 ﹤0.01% 691

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Millennium Management
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Citadel Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's KNDI Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Kandi Technologies Group (KNDI) in Q1 2023, closing a stake of 250 shares — an estimated $575 sold.

Beaird Harris Wealth Management first reported a position in KNDI in Q4 2022 and held it in 1 quarter. The position peaked at $575 in Q4 2022. 55 funds tracked by Wall St. Rank hold KNDI as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Kandi Technologies Group position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 250 Kandi Technologies Group shares in Q1 2023, an estimated $575.
  • Beaird Harris Wealth Management first reported a position in Kandi Technologies Group in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Kandi Technologies Group position peaked at $575 in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.