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HCR Wealth Advisors’s QuantumScape Corp QS Stock Holding History

HCR 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
Q4 		– Sell
-10,000
Closed -$57.5K – 236
2024
Q3 		$57.5K Hold
10,000
– – 0.01% 228
2024
Q2 		$49.2K Hold
10,000
– – 0.01% 220
2024
Q1 		$62.9K Buy
+10,000
New +$67.3K 0.01% 219

Other funds holding QS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCR Wealth Advisors's QS Position: Q4 2024 in Review

HCR Wealth Advisors sold out of QuantumScape Corp (QS) in Q4 2024, closing a stake of 10,000 shares — an estimated $57.5K sold.

HCR Wealth Advisors first reported a position in QS in Q1 2024 and held it in 3 quarters. The position peaked at $62.9K in Q1 2024. 364 funds tracked by Wall St. Rank hold QS as of Q4 2024.

  • HCR Wealth Advisors reported no remaining QuantumScape Corp position as of Q4 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 10,000 QuantumScape Corp shares in Q4 2024, an estimated $57.5K.
  • HCR Wealth Advisors first reported a position in QuantumScape Corp in Q1 2024 and held it in 3 quarters.
  • HCR Wealth Advisors's QuantumScape Corp position peaked at $62.9K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2024.

Based on HCR Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.