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Sterling Financial Planning’s QuantumScape Corp QS Stock Holding History

Sterling Financial Planning’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 		– Sell
-346
Closed -$8K – 319
2021
Q3 		$8K Hold
346
– – 0.01% 339
2021
Q2 		$10K Buy
346
+86
+33% +$2.78K 0.01% 296
2021
Q1 		$12K Buy
260
+150
+136% +$7.87K 0.01% 267
2020
Q4 		$9K Buy
+110
New +$4.03K 0.01% 269

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 $299B AUM 28.69% 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

Sterling Financial Planning's QS Position: Q4 2021 in Review

Sterling Financial Planning sold out of QuantumScape Corp (QS) in Q4 2021, closing a stake of 346 shares — an estimated $8K sold.

Sterling Financial Planning first reported a position in QS in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2021. 359 funds tracked by Wall St. Rank hold QS as of Q4 2021.

  • Sterling Financial Planning reported no remaining QuantumScape Corp position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 346 QuantumScape Corp shares in Q4 2021, an estimated $8K.
  • Sterling Financial Planning first reported a position in QuantumScape Corp in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's QuantumScape Corp position peaked at $12K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.