Guardian Wealth Advisors (North Carolina)’s Kandi Technologies Group KNDI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q1	–	Sell	-10,500	Closed	-$29.4K	–	471
2023 Q4	$29.4K	Hold	10,500	–	–	﹤0.01%	338
2023 Q3	$36.3K	Hold	10,500	–	–	0.01%	316
2023 Q2	$41.6K	Hold	10,500	–	–	0.01%	293
2023 Q1	$29K	Hold	10,500	–	–	0.01%	299
2022 Q4	$24.1K	Hold	10,500	–	–	﹤0.01%	286
2022 Q3	$22K	Hold	10,500	–	–	﹤0.01%	265
2022 Q2	$25K	Hold	10,500	–	–	﹤0.01%	262
2022 Q1	$34K	Hold	10,500	–	–	0.01%	197
2021 Q4	$34K	Buy	+10,500	New	+$42.8K	0.01%	184

Other funds holding KNDI

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Guardian Wealth Advisors (North Carolina)'s KNDI Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Kandi Technologies Group (KNDI) in Q1 2024, closing a stake of 10,500 shares — an estimated $29.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in KNDI in Q4 2021 and held it in 9 quarters. The position peaked at $41.6K in Q2 2023. 42 funds tracked by Wall St. Rank hold KNDI as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Kandi Technologies Group position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 10,500 Kandi Technologies Group shares in Q1 2024, an estimated $29.4K.
Guardian Wealth Advisors (North Carolina) first reported a position in Kandi Technologies Group in Q4 2021 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s Kandi Technologies Group position peaked at $41.6K in Q2 2023.
42 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.