Capstone Investment Advisors
XPEV icon

Capstone Investment Advisors’s XPeng XPEV Stock Holding History

Capstone Investment 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
2024
Q2 		– Sell
-123,271
Closed -$947K – 2524
2024
Q1 		$947K Buy
123,271
+98,569
+399% +$956K ﹤0.01% 1182
2023
Q4 		$360K Buy
+24,702
New +$393K ﹤0.01% 1507

Other funds holding XPEV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's XPEV Position: Q2 2024 in Review

Capstone Investment Advisors sold out of XPeng (XPEV) in Q2 2024, closing a stake of 123,271 shares — an estimated $947K sold.

Capstone Investment Advisors first reported a position in XPEV in Q4 2023 and held it in 2 quarters. The position peaked at $947K in Q1 2024. 188 funds tracked by Wall St. Rank hold XPEV as of Q2 2024.

  • Capstone Investment Advisors reported no remaining XPeng position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 123,271 XPeng shares in Q2 2024, an estimated $947K.
  • Capstone Investment Advisors first reported a position in XPeng in Q4 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's XPeng position peaked at $947K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held XPeng as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.