Carolinas Wealth Consulting’s XPeng XPEV Stock Holding History

Carolinas Wealth Consulting’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
2022 Q3	–	Sell	-4,500	Closed	-$143K	–	950
2022 Q2	$143K	Hold	4,500	–	–	0.04%	199
2022 Q1	$124K	Buy	4,500 +500	+13%	+$17.7K	0.03%	229
2021 Q4	$201K	Hold	4,000	–	–	0.04%	168
2021 Q3	$142K	Hold	4,000	–	–	0.03%	204
2021 Q2	$178K	Buy	4,000 +2,000	+100%	+$68.2K	0.04%	184
2021 Q1	$73K	Buy	+2,000	New	+$83.1K	0.02%	306

Other funds holding XPEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Carolinas Wealth Consulting's XPEV Position: Q3 2022 in Review

Carolinas Wealth Consulting sold out of XPeng (XPEV) in Q3 2022, closing a stake of 4,500 shares — an estimated $143K sold.

Carolinas Wealth Consulting first reported a position in XPEV in Q1 2021 and held it in 6 quarters. The position peaked at $201K in Q4 2021. 263 funds tracked by Wall St. Rank hold XPEV as of Q3 2022.

Carolinas Wealth Consulting reported no remaining XPeng position as of Q3 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,500 XPeng shares in Q3 2022, an estimated $143K.
Carolinas Wealth Consulting first reported a position in XPeng in Q1 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's XPeng position peaked at $201K in Q4 2021.
263 funds tracked by Wall St. Rank held XPeng as of Q3 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.