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Next Financial Group’s QuantumScape Corp QS Stock Holding History

Next Financial Group’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
2021
Q4 		$176K Buy
7,920
+2,798
+55% +$76.6K 0.01% 948
2021
Q3 		$125K Buy
5,122
+2,340
+84% +$53.4K 0.01% 1023
2021
Q2 		$81K Buy
2,782
+1,656
+147% +$53.6K 0.01% 1211
2021
Q1 		$50K Buy
1,126
+476
+73% +$25K ﹤0.01% 1282
2020
Q4 		$55K Buy
+650
New +$23.8K 0.01% 1180

Other funds holding QS

CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
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
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's QS Position: Q4 2021 in Review

Next Financial Group increased its QuantumScape Corp (QS) stake by 55% in Q4 2021, buying an estimated $76.6K and bringing the position to 7,920 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #948.

Next Financial Group first reported a position in QS in Q4 2020 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold QS as of Q4 2021.

  • Next Financial Group held 7,920 shares of QuantumScape Corp worth $176K as of Q4 2021.
  • Next Financial Group bought 2,798 QuantumScape Corp shares in Q4 2021, an estimated $76.6K.
  • QuantumScape Corp made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #948 holding.
  • Next Financial Group first reported a position in QuantumScape Corp in Q4 2020 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.