Optimum Investment Advisors’s QuantumScape Corp QS Stock Holding History

Optimum Investment Advisors’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
2022 Q4	–	Sell	-400	Closed	-$3K	–	817
2022 Q3	$3K	Buy	400 +100	+33%	+$1.07K	﹤0.01%	701
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	737
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	714
2021 Q4	$7K	Buy	300 +100	+50%	+$2.74K	﹤0.01%	709
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	748
2021 Q2	$6K	Sell	200 -700	-78%	-$22.6K	﹤0.01%	804
2021 Q1	$40K	Buy	900 +700	+350%	+$36.7K	0.01%	548
2020 Q4	$17K	Sell	200 -100	-33%	-$3.66K	0.01%	652
2020 Q3	$5K	Buy	+300	New	+$4.45K	﹤0.01%	765

Other funds holding QS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

KXA

KPCB XIV Associates Menlo Park, California $42.8M AUM 16.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's QS Position: Q4 2022 in Review

Optimum Investment Advisors sold out of QuantumScape Corp (QS) in Q4 2022, closing a stake of 400 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in QS in Q3 2020 and held it in 9 quarters. The position peaked at $40K in Q1 2021. 344 funds tracked by Wall St. Rank hold QS as of Q4 2022.

Optimum Investment Advisors reported no remaining QuantumScape Corp position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 400 QuantumScape Corp shares in Q4 2022, an estimated $3K.
Optimum Investment Advisors first reported a position in QuantumScape Corp in Q3 2020 and held it in 9 quarters.
Optimum Investment Advisors's QuantumScape Corp position peaked at $40K in Q1 2021.
344 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.