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Cary Street Partners Investment Advisory’s XPeng XPEV Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-200
Closed -$3.67K – 1805
2023
Q3 		$3.67K Buy
+200
New +$3.39K ﹤0.01% 1562

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Goldman Sachs
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AG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Cary Street Partners Investment Advisory's XPEV Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of XPeng (XPEV) in Q4 2023, closing a stake of 200 shares — an estimated $3.67K sold.

Cary Street Partners Investment Advisory first reported a position in XPEV in Q3 2023 and held it in 1 quarter. The position peaked at $3.67K in Q3 2023. 196 funds tracked by Wall St. Rank hold XPEV as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining XPeng position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 XPeng shares in Q4 2023, an estimated $3.67K.
  • Cary Street Partners Investment Advisory first reported a position in XPeng in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's XPeng position peaked at $3.67K in Q3 2023.
  • 196 funds tracked by Wall St. Rank held XPeng as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.