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

Concord 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
2022
Q3 		– Sell
-200
Closed – – 682
2022
Q2 		$0 Hold
200
– – ﹤0.01% 1310
2022
Q1 		$1K Hold
200
– – ﹤0.01% 1216
2021
Q4 		$1K Buy
+200
New +$816 ﹤0.01% 1236

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Caxton Associates (New York)
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Concord Wealth Partners's KNDI Position: Q3 2022 in Review

Concord Wealth Partners sold out of Kandi Technologies Group (KNDI) in Q3 2022, closing a stake of 200 shares.

Concord Wealth Partners first reported a position in KNDI in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 56 funds tracked by Wall St. Rank hold KNDI as of Q3 2022.

  • Concord Wealth Partners reported no remaining Kandi Technologies Group position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 200 Kandi Technologies Group shares in Q3 2022.
  • Concord Wealth Partners first reported a position in Kandi Technologies Group in Q4 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Kandi Technologies Group position peaked at $1K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.