WR Wealth Planners’s QuantumScape Corp QS Stock Holding History

WR Wealth Planners’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	–	Sell	-130	Closed	-$748	–	1168
2024 Q3	$748	Sell	130 -21	-14%	-$129	﹤0.01%	994
2024 Q2	$743	Sell	151 -225	-60%	-$1.25K	﹤0.01%	985
2024 Q1	$2.37K	Buy	+376	New	+$2.53K	﹤0.01%	846
2023 Q4	–	Sell	-376	Closed	-$2.52K	–	690
2023 Q3	$2.52K	Sell	376 -106	-22%	-$863	﹤0.01%	751
2023 Q2	$3.85K	Hold	482	–	–	﹤0.01%	713
2023 Q1	$3.94K	Hold	482	–	–	﹤0.01%	714
2022 Q4	$2.73K	Sell	482 -30	-6%	-$222	﹤0.01%	373
2022 Q3	$4.31K	Sell	512 -72	-12%	-$772	﹤0.01%	324
2022 Q2	$5.02K	Hold	584	–	–	﹤0.01%	340
2022 Q1	$11.7K	Buy	+584	New	+$10K	0.01%	279

Other funds holding QS

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

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

CIG

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's QS Position: Q4 2024 in Review

WR Wealth Planners sold out of QuantumScape Corp (QS) in Q4 2024, closing a stake of 130 shares — an estimated $748 sold.

WR Wealth Planners first reported a position in QS in Q1 2022 and held it in 10 quarters. The position peaked at $11.7K in Q1 2022. 365 funds tracked by Wall St. Rank hold QS as of Q4 2024.

WR Wealth Planners reported no remaining QuantumScape Corp position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 130 QuantumScape Corp shares in Q4 2024, an estimated $748.
WR Wealth Planners first reported a position in QuantumScape Corp in Q1 2022 and held it in 10 quarters.
WR Wealth Planners's QuantumScape Corp position peaked at $11.7K in Q1 2022.
365 funds tracked by Wall St. Rank held QuantumScape Corp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.