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Baystate Wealth Management’s XPeng XPEV Stock Holding History

Baystate Wealth Management’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
Q4 		$146 Hold
10
– – ﹤0.01% 1280
2023
Q3 		$184 Hold
10
– – ﹤0.01% 985
2023
Q2 		$134 Buy
+10
New +$98 ﹤0.01% 1022

Other funds holding XPEV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

Baystate Wealth Management's XPEV Position: Q4 2023 in Review

Baystate Wealth Management held its XPeng (XPEV) position steady in Q4 2023 at 10 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Baystate Wealth Management first reported a position in XPEV in Q2 2023 and has held it in 3 quarters since. The position peaked at $184 in Q3 2023. 195 funds tracked by Wall St. Rank hold XPEV as of Q4 2023.

  • Baystate Wealth Management held 10 shares of XPeng worth $146 as of Q4 2023.
  • Baystate Wealth Management left its XPeng share count unchanged in Q4 2023.
  • XPeng made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1280 holding.
  • Baystate Wealth Management first reported a position in XPeng in Q2 2023 and has held it in 3 quarters since.
  • Baystate Wealth Management's XPeng position peaked at $184 in Q3 2023.
  • 195 funds tracked by Wall St. Rank held XPeng as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.