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Institute for Wealth Management’s QuantumScape Corp QS Stock Holding History

Institute for Wealth Management’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
-11,600
Closed -$73K – 518
2024
Q1 		$73K Buy
+11,600
New +$78K 0.01% 503

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
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Institute for Wealth Management's QS Position: Q2 2024 in Review

Institute for Wealth Management sold out of QuantumScape Corp (QS) in Q2 2024, closing a stake of 11,600 shares — an estimated $73K sold.

Institute for Wealth Management first reported a position in QS in Q1 2024 and held it in 1 quarter. The position peaked at $73K in Q1 2024. 351 funds tracked by Wall St. Rank hold QS as of Q2 2024.

  • Institute for Wealth Management reported no remaining QuantumScape Corp position as of Q2 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 11,600 QuantumScape Corp shares in Q2 2024, an estimated $73K.
  • Institute for Wealth Management first reported a position in QuantumScape Corp in Q1 2024 and held it in 1 quarter.
  • Institute for Wealth Management's QuantumScape Corp position peaked at $73K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held QuantumScape Corp as of Q2 2024.

Based on Institute for Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.