BerganKDV Wealth Management’s XPeng XPEV Stock Holding History

BerganKDV 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 Q2	$2.68K	Hold	200	–	–	﹤0.01%	662
2023 Q1	$2.22K	Hold	200	–	–	﹤0.01%	813
2022 Q4	$1.99K	Hold	200	–	–	﹤0.01%	801
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	847
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	684
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	706
2021 Q4	$10K	Hold	200	–	–	﹤0.01%	668
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	709
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	630
2021 Q1	$7K	Buy	+200	New	+$8.31K	﹤0.01%	630

Other funds holding XPEV

Jane Street New York $1.21T AUM 78.12% 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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BerganKDV Wealth Management's XPEV Position: Q2 2023 in Review

BerganKDV Wealth Management held its XPeng (XPEV) position steady in Q2 2023 at 200 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

BerganKDV Wealth Management first reported a position in XPEV in Q1 2021 and has held it in 10 quarters since. The position peaked at $10K in Q4 2021. 201 funds tracked by Wall St. Rank hold XPEV as of Q2 2023.

BerganKDV Wealth Management held 200 shares of XPeng worth $2.68K as of Q2 2023.
BerganKDV Wealth Management left its XPeng share count unchanged in Q2 2023.
XPeng made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #662 holding.
BerganKDV Wealth Management first reported a position in XPeng in Q1 2021 and has held it in 10 quarters since.
BerganKDV Wealth Management's XPeng position peaked at $10K in Q4 2021.
201 funds tracked by Wall St. Rank held XPeng as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.