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Beaird Harris Wealth Management’s XPeng XPEV Stock Holding History

Beaird Harris 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
Q1 		– Sell
-200
Closed -$1.99K – 758
2022
Q4 		$1.99K Hold
200
– – ﹤0.01% 586
2022
Q3 		$2K Hold
200
– – ﹤0.01% 413
2022
Q2 		$6K Hold
200
– – ﹤0.01% 299
2022
Q1 		$6K Sell
200
-100
-33% -$3.55K ﹤0.01% 414
2021
Q4 		$15K Buy
+300
New +$13.5K 0.01% 357

Other funds holding XPEV

F
FIFTHDELTA London, United Kingdom $853M AUM 18.22% 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
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
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Beaird Harris Wealth Management's XPEV Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of XPeng (XPEV) in Q1 2023, closing a stake of 200 shares — an estimated $1.99K sold.

Beaird Harris Wealth Management first reported a position in XPEV in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 221 funds tracked by Wall St. Rank hold XPEV as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining XPeng position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 200 XPeng shares in Q1 2023, an estimated $1.99K.
  • Beaird Harris Wealth Management first reported a position in XPeng in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's XPeng position peaked at $15K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held XPeng as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.