Congress Wealth Management’s JinkoSolar JKS Stock Holding History

Congress Wealth Management’s Portfolio JKS Stock Details JKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,000	Closed	-$213K	–	643
2023 Q3	$213K	Hold	7,000	–	–	﹤0.01%	573
2023 Q2	$311K	Hold	7,000	–	–	0.01%	482
2023 Q1	$357K	Hold	7,000	–	–	0.01%	461
2022 Q4	$286K	Hold	7,000	–	–	0.01%	488
2022 Q3	$388K	Hold	7,000	–	–	0.01%	432
2022 Q2	$484K	Hold	7,000	–	–	0.01%	414
2022 Q1	$338K	Hold	7,000	–	–	0.01%	493
2021 Q4	$322K	Buy	+7,000	New	+$362K	0.01%	525

Other funds holding JKS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Congress Wealth Management's JKS Position: Q4 2023 in Review

Congress Wealth Management sold out of JinkoSolar (JKS) in Q4 2023, closing a stake of 7,000 shares — an estimated $213K sold.

Congress Wealth Management first reported a position in JKS in Q4 2021 and held it in 8 quarters. The position peaked at $484K in Q2 2022. 143 funds tracked by Wall St. Rank hold JKS as of Q4 2023.

Congress Wealth Management reported no remaining JinkoSolar position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 7,000 JinkoSolar shares in Q4 2023, an estimated $213K.
Congress Wealth Management first reported a position in JinkoSolar in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's JinkoSolar position peaked at $484K in Q2 2022.
143 funds tracked by Wall St. Rank held JinkoSolar as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.