Jamison Private Wealth Management’s QuantumScape Corp QS Stock Holding History

Jamison Private 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 Q4	–	Sell	-62	Closed	-$357	–	399
2024 Q3	$357	Hold	62	–	–	﹤0.01%	442
2024 Q2	$306	Sell	62 -579	-90%	-$3.23K	﹤0.01%	413
2024 Q1	$4.03K	Hold	641	–	–	﹤0.01%	369
2023 Q4	$4.46K	Hold	641	–	–	﹤0.01%	346
2023 Q3	$4.29K	Buy	+641	New	+$5.22K	﹤0.01%	332

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jamison Private Wealth Management's QS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of QuantumScape Corp (QS) in Q4 2024, closing a stake of 62 shares — an estimated $357 sold.

Jamison Private Wealth Management first reported a position in QS in Q3 2023 and held it in 5 quarters. The position peaked at $4.46K in Q4 2023. 364 funds tracked by Wall St. Rank hold QS as of Q4 2024.

Jamison Private Wealth Management reported no remaining QuantumScape Corp position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 62 QuantumScape Corp shares in Q4 2024, an estimated $357.
Jamison Private Wealth Management first reported a position in QuantumScape Corp in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's QuantumScape Corp position peaked at $4.46K in Q4 2023.
364 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.