CWM
XPEV icon

Castle Wealth Management’s XPeng XPEV Stock Holding History

Castle 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
2022
Q4 		– Sell
-100
Closed -$1K – 656
2022
Q3 		$1K Hold
100
– – ﹤0.01% 649
2022
Q2 		$3K Buy
+100
New +$2.57K ﹤0.01% 552

Other funds holding XPEV

F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
Primecap Management
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Castle Wealth Management's XPEV Position: Q4 2022 in Review

Castle Wealth Management sold out of XPeng (XPEV) in Q4 2022, closing a stake of 100 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in XPEV in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 227 funds tracked by Wall St. Rank hold XPEV as of Q4 2022.

  • Castle Wealth Management reported no remaining XPeng position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 100 XPeng shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in XPeng in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's XPeng position peaked at $3K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held XPeng as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.