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HighMark Wealth Management’s Kandi Technologies Group KNDI Stock Holding History

HighMark Wealth Management’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
2020
Q4 		– Sell
-300
Closed -$2K – 468
2020
Q3 		$2K Buy
+300
New +$1.92K ﹤0.01% 397

Other funds holding KNDI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

HighMark Wealth Management's KNDI Position: Q4 2020 in Review

HighMark Wealth Management sold out of Kandi Technologies Group (KNDI) in Q4 2020, closing a stake of 300 shares — an estimated $2K sold.

HighMark Wealth Management first reported a position in KNDI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 82 funds tracked by Wall St. Rank hold KNDI as of Q4 2020.

  • HighMark Wealth Management reported no remaining Kandi Technologies Group position as of Q4 2020 after selling out during the quarter.
  • HighMark Wealth Management sold 300 Kandi Technologies Group shares in Q4 2020, an estimated $2K.
  • HighMark Wealth Management first reported a position in Kandi Technologies Group in Q3 2020 and held it in 1 quarter.
  • HighMark Wealth Management's Kandi Technologies Group position peaked at $2K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.