B. Riley Wealth Advisors’s XPeng XPEV Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-10,300	Closed	-$102K	–	1622
2022 Q4	$102K	Buy	+10,300	New	+$92.8K	﹤0.01%	1357
2022 Q3	–	Sell	-10,110	Closed	-$321K	–	1546
2022 Q2	$321K	Buy	+10,110	New	+$260K	0.01%	846

Other funds holding XPEV

FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return

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

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

MCMI

Matrix China Management IV Grand Cayman, Cayman Islands $64.3M AUM 53.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

B. Riley Wealth Advisors's XPEV Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of XPeng (XPEV) in Q1 2023, closing a stake of 10,300 shares — an estimated $102K sold.

B. Riley Wealth Advisors first reported a position in XPEV in Q2 2022 and held it in 2 quarters. The position peaked at $321K in Q2 2022. 221 funds tracked by Wall St. Rank hold XPEV as of Q1 2023.

B. Riley Wealth Advisors reported no remaining XPeng position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,300 XPeng shares in Q1 2023, an estimated $102K.
B. Riley Wealth Advisors first reported a position in XPeng in Q2 2022 and held it in 2 quarters.
B. Riley Wealth Advisors's XPeng position peaked at $321K in Q2 2022.
221 funds tracked by Wall St. Rank held XPeng as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.