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

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

SCM

Shelton Capital Management Denver, Colorado $5.39B AUM 56.42% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

BSW Wealth Partners's KNDI Position: Q1 2020 in Review

BSW Wealth Partners sold out of Kandi Technologies Group (KNDI) in Q1 2020, closing a stake of 12,304 shares — an estimated $58K sold.

BSW Wealth Partners first reported a position in KNDI in Q4 2017 and held it in 8 quarters. The position peaked at $122K in Q1 2019. 37 funds tracked by Wall St. Rank hold KNDI as of Q1 2020.

BSW Wealth Partners reported no remaining Kandi Technologies Group position as of Q1 2020 after selling out during the quarter.
BSW Wealth Partners sold 12,304 Kandi Technologies Group shares in Q1 2020, an estimated $58K.
BSW Wealth Partners first reported a position in Kandi Technologies Group in Q4 2017 and held it in 8 quarters.
BSW Wealth Partners's Kandi Technologies Group position peaked at $122K in Q1 2019.
37 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q1 2020.

Based on BSW Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.