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EnRich Financial Partners’s QuantumScape Corp QS Stock Holding History

EnRich Financial Partners’s Portfolio QS Stock Details QS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-450
Closed -$2.34K – 178
2024
Q4 		$2.34K Hold
450
– – ﹤0.01% 207
2024
Q3 		$2.59K Hold
450
– – ﹤0.01% 207
2024
Q2 		$2.21K Sell
450
-615
-58% -$3.43K ﹤0.01% 227
2024
Q1 		$6.7K Buy
+1,065
New +$7.16K ﹤0.01% 172

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CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

EnRich Financial Partners's QS Position: Q1 2025 in Review

EnRich Financial Partners sold out of QuantumScape Corp (QS) in Q1 2025, closing a stake of 450 shares — an estimated $2.34K sold.

EnRich Financial Partners first reported a position in QS in Q1 2024 and held it in 4 quarters. The position peaked at $6.7K in Q1 2024. 373 funds tracked by Wall St. Rank hold QS as of Q1 2025.

  • EnRich Financial Partners reported no remaining QuantumScape Corp position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 450 QuantumScape Corp shares in Q1 2025, an estimated $2.34K.
  • EnRich Financial Partners first reported a position in QuantumScape Corp in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's QuantumScape Corp position peaked at $6.7K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held QuantumScape Corp as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.