BRWA
XPEV icon

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

F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
MCMI
Matrix China Management IV Grand Cayman, Cayman Islands $64.3M AUM 53.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return