Financial Synergies Wealth Advisors’s QuantumScape Corp QS Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-152	Closed	-$957	–	371
2024 Q1	$957	Hold	152	–	–	﹤0.01%	413
2023 Q4	$862	Hold	152	–	–	﹤0.01%	343
2023 Q3	$1.02K	Hold	152	–	–	﹤0.01%	367
2023 Q2	$1.22K	Hold	152	–	–	﹤0.01%	347
2023 Q1	$1.24K	Hold	152	–	–	﹤0.01%	356
2022 Q4	$862	Hold	152	–	–	﹤0.01%	343
2022 Q3	$1.28K	Hold	152	–	–	﹤0.01%	267
2022 Q2	$1.31K	Buy	+152	New	+$2.03K	﹤0.01%	284

Other funds holding QS

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

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

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's QS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of QuantumScape Corp (QS) in Q2 2024, closing a stake of 152 shares — an estimated $957 sold.

Financial Synergies Wealth Advisors first reported a position in QS in Q2 2022 and held it in 8 quarters. The position peaked at $1.31K in Q2 2022. 351 funds tracked by Wall St. Rank hold QS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining QuantumScape Corp position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 152 QuantumScape Corp shares in Q2 2024, an estimated $957.
Financial Synergies Wealth Advisors first reported a position in QuantumScape Corp in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's QuantumScape Corp position peaked at $1.31K in Q2 2022.
351 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.