Next Financial Group’s Kandi Technologies Group KNDI Stock Holding History

Next Financial Group’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
2021 Q2	–	Sell	-2,000	Closed	-$13K	–	2660
2021 Q1	$13K	Hold	2,000	–	–	﹤0.01%	1801
2020 Q4	$14K	Hold	2,000	–	–	﹤0.01%	1666
2020 Q3	$12K	Buy	+2,000	New	+$12.8K	﹤0.01%	1579
2017 Q1	–	Sell	-620	Closed	-$3K	–	2091
2016 Q4	$3K	Hold	620	–	–	﹤0.01%	2083
2016 Q3	$3K	Buy	620 +320	+107%	+$2.08K	﹤0.01%	2071
2016 Q2	$2K	Hold	300	–	–	﹤0.01%	1592
2016 Q1	$2K	Hold	300	–	–	﹤0.01%	1547
2015 Q4	$3K	Hold	300	–	–	﹤0.01%	1520
2015 Q3	$1K	Hold	300	–	–	﹤0.01%	1722
2015 Q2	$2K	Hold	300	–	–	﹤0.01%	1674
2015 Q1	$3K	Hold	300	–	–	﹤0.01%	1613
2014 Q4	$4K	Buy	+300	New	+$4.13K	﹤0.01%	1583

Other funds holding KNDI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Next Financial Group's KNDI Position: Q2 2021 in Review

Next Financial Group sold out of Kandi Technologies Group (KNDI) in Q2 2021, closing a stake of 2,000 shares — an estimated $13K sold.

Next Financial Group first reported a position in KNDI in Q4 2014 and held it in 12 quarters. The position peaked at $14K in Q4 2020. 72 funds tracked by Wall St. Rank hold KNDI as of Q2 2021.

Next Financial Group reported no remaining Kandi Technologies Group position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 2,000 Kandi Technologies Group shares in Q2 2021, an estimated $13K.
Next Financial Group first reported a position in Kandi Technologies Group in Q4 2014 and held it in 12 quarters.
Next Financial Group's Kandi Technologies Group position peaked at $14K in Q4 2020.
72 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.