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Atria Wealth Solutions’s XPeng XPEV Stock Holding History

Atria Wealth Solutions’s Portfolio XPEV Stock Details XPEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,769
Closed -$153K – 1892
2022
Q3 		$153K Sell
12,769
-66
-0.5% -$1.42K ﹤0.01% 1590
2022
Q2 		$407K Buy
12,835
+3,076
+32% +$79.1K 0.01% 1066
2022
Q1 		$269K Buy
+9,759
New +$346K ﹤0.01% 1379

Other funds holding XPEV

F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Atria Wealth Solutions's XPEV Position: Q4 2022 in Review

Atria Wealth Solutions sold out of XPeng (XPEV) in Q4 2022, closing a stake of 12,769 shares — an estimated $153K sold.

Atria Wealth Solutions first reported a position in XPEV in Q1 2022 and held it in 3 quarters. The position peaked at $407K in Q2 2022. 227 funds tracked by Wall St. Rank hold XPEV as of Q4 2022.

  • Atria Wealth Solutions reported no remaining XPeng position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,769 XPeng shares in Q4 2022, an estimated $153K.
  • Atria Wealth Solutions first reported a position in XPeng in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's XPeng position peaked at $407K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held XPeng as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.