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RE Dickinson Investment Advisors’s QuantumScape Corp QS Stock Holding History

RE Dickinson 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
2024
Q4 		$18K Hold
345
– – ﹤0.01% 221
2024
Q3 		$1.98K Hold
345
– – ﹤0.01% 206
2024
Q2 		$1.7K Hold
345
– – ﹤0.01% 205
2024
Q1 		$2K Buy
345
+96
+39% +$646 ﹤0.01% 200
2023
Q4 		$2K Sell
249
-35
-12% -$220 ﹤0.01% 208
2023
Q3 		$2K Buy
284
+51
+22% +$415 ﹤0.01% 236
2023
Q2 		$2K Buy
233
+118
+103% +$821 ﹤0.01% 341
2023
Q1 		$1K Buy
115
+51
+80% +$414 ﹤0.01% 390
2022
Q4 		$0 Buy
64
+29
+83% +$215 ﹤0.01% 396
2022
Q3 		$0 Hold
35
– – ﹤0.01% 279
2022
Q2 		$0 Buy
35
+10
+40% +$134 ﹤0.01% 309
2022
Q1 		$0 Buy
+25
New +$429 ﹤0.01% 307

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CIG
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return