BWP
KNDI

BSW Wealth Partners’s Kandi Technologies Group KNDI Stock Holding History

BSW Wealth Partners’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
2020
Q1 		– Sell
-12,304
Closed -$58K – 123
2019
Q4 		$58K Sell
12,304
-10,894
-47% -$53K 0.02% 128
2019
Q3 		$108K Buy
23,198
+740
+3% +$3.82K 0.04% 108
2019
Q2 		$111K Buy
22,458
+624
+3% +$3.17K 0.04% 107
2019
Q1 		$122K Buy
+21,834
New +$135K 0.05% 93
2018
Q4 		– Sell
-14,696
Closed -$71K – 117
2018
Q3 		$71K Buy
14,696
+1,600
+12% +$6.81K 0.03% 137
2018
Q2 		$56K Sell
13,096
-940
-7% -$4.75K 0.02% 93
2018
Q1 		$68K Buy
14,036
+1,240
+10% +$7.19K 0.03% 85
2017
Q4 		$87K Buy
+12,796
New +$95.5K 0.04% 88

Other funds holding KNDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return