Bogart Wealth LLC’s XPeng XPEV Stock Holding History

Bogart Wealth LLC’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
2024 Q1	–	Sell	-250	Closed	-$3.65K	–	1121
2023 Q4	$3.65K	Hold	250	–	–	﹤0.01%	808
2023 Q3	$4.59K	Hold	250	–	–	﹤0.01%	732
2023 Q2	$3.35K	Hold	250	–	–	﹤0.01%	802
2023 Q1	$2.78K	Hold	250	–	–	﹤0.01%	845
2022 Q4	$2.48K	Hold	250	–	–	﹤0.01%	777
2022 Q3	$3K	Buy	+250	New	+$5.38K	﹤0.01%	800
2021 Q2	–	Sell	-15	Closed	-$1K	–	736
2021 Q1	$1K	Buy	+15	New	+$623	﹤0.01%	616

Other funds holding XPEV

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OPL

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

Bogart Wealth LLC's XPEV Position: Q1 2024 in Review

Bogart Wealth LLC sold out of XPeng (XPEV) in Q1 2024, closing a stake of 250 shares — an estimated $3.65K sold.

Bogart Wealth LLC first reported a position in XPEV in Q1 2021 and held it in 7 quarters. The position peaked at $4.59K in Q3 2023. 196 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

Bogart Wealth LLC reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
Bogart Wealth LLC sold 250 XPeng shares in Q1 2024, an estimated $3.65K.
Bogart Wealth LLC first reported a position in XPeng in Q1 2021 and held it in 7 quarters.
Bogart Wealth LLC's XPeng position peaked at $4.59K in Q3 2023.
196 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.