Valeo Financial Advisors’s Kandi Technologies Group KNDI Stock Holding History

Valeo Financial Advisors’s Portfolio KNDI Stock Details KNDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,000	Closed	-$19K	–	1202
2021 Q1	$19K	Hold	3,000	–	–	﹤0.01%	1178
2020 Q4	$21K	Sell	3,000 -1,952	-39%	-$16.1K	﹤0.01%	1015
2020 Q3	$31K	Sell	4,952 -6,000	-55%	-$38.3K	﹤0.01%	804
2020 Q2	$46K	Sell	10,952 -6,348	-37%	-$20.9K	﹤0.01%	759
2020 Q1	$47K	Hold	17,300	–	–	0.01%	631
2019 Q4	$82K	Hold	17,300	–	–	0.01%	504
2019 Q3	$81K	Buy	17,300 +300	+2%	+$1.55K	0.01%	479
2019 Q2	$84K	Hold	17,000	–	–	0.01%	468
2019 Q1	$95K	Hold	17,000	–	–	0.01%	423
2018 Q4	$62K	Hold	17,000	–	–	0.01%	476
2018 Q3	$82K	Buy	17,000 +7,500	+79%	+$31.9K	0.01%	445
2018 Q2	$38K	Hold	9,500	–	–	0.01%	607
2018 Q1	$46K	Buy	9,500 +2,000	+27%	+$11.6K	0.01%	502
2017 Q4	$51K	Buy	+7,500	New	+$56K	0.01%	464

Other funds holding KNDI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Valeo Financial Advisors's KNDI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Kandi Technologies Group (KNDI) in Q2 2021, closing a stake of 3,000 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in KNDI in Q4 2017 and held it in 14 quarters. The position peaked at $95K in Q1 2019. 72 funds tracked by Wall St. Rank hold KNDI as of Q2 2021.

Valeo Financial Advisors reported no remaining Kandi Technologies Group position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 3,000 Kandi Technologies Group shares in Q2 2021, an estimated $19K.
Valeo Financial Advisors first reported a position in Kandi Technologies Group in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Kandi Technologies Group position peaked at $95K in Q1 2019.
72 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.