Reilly Financial Advisors’s QuantumScape Corp QS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$11K Sell
505
-1,750
-78% -$47.9K ﹤0.01% 702
2021
Q3
$55K Buy
2,255
+1,400
+164% +$32K ﹤0.01% 363
2021
Q2
$25K Buy
855
+340
+66% +$11K ﹤0.01% 501
2021
Q1
$23K Buy
+515
New +$27K ﹤0.01% 514

Other funds holding QS

Reilly Financial Advisors's QS Position: Q4 2021 in Review

Reilly Financial Advisors reduced its QuantumScape Corp (QS) stake by 78% in Q4 2021, selling an estimated $47.9K and leaving 505 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Reilly Financial Advisors first reported a position in QS in Q1 2021 and has held it in 4 quarters since. The position peaked at $55K in Q3 2021. 359 funds tracked by Wall St. Rank hold QS as of Q4 2021.

  • Reilly Financial Advisors held 505 shares of QuantumScape Corp worth $11K as of Q4 2021.
  • Reilly Financial Advisors sold 1,750 QuantumScape Corp shares in Q4 2021, an estimated $47.9K.
  • QuantumScape Corp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #702 holding.
  • Reilly Financial Advisors first reported a position in QuantumScape Corp in Q1 2021 and has held it in 4 quarters since.
  • Reilly Financial Advisors's QuantumScape Corp position peaked at $55K in Q3 2021.
  • 359 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.