Center for Financial Planning’s XPeng XPEV Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-150	Closed	-$2.01K	–	580
2023 Q2	$2.01K	Hold	150	–	–	﹤0.01%	492
2023 Q1	$1.67K	Hold	150	–	–	﹤0.01%	461
2022 Q4	$1.49K	Hold	150	–	–	﹤0.01%	471
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	570
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	425
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	449
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	406
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	415
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	402
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	452
2020 Q4	$6K	Buy	+150	New	+$5.51K	﹤0.01%	391

Other funds holding XPEV

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

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

OPL

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

MCMI

Matrix China Management IV Grand Cayman, Cayman Islands $64.3M AUM 53.64% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Center for Financial Planning's XPEV Position: Q3 2023 in Review

Center for Financial Planning sold out of XPeng (XPEV) in Q3 2023, closing a stake of 150 shares — an estimated $2.01K sold.

Center for Financial Planning first reported a position in XPEV in Q4 2020 and held it in 11 quarters. The position peaked at $8K in Q4 2021. 182 funds tracked by Wall St. Rank hold XPEV as of Q3 2023.

Center for Financial Planning reported no remaining XPeng position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 150 XPeng shares in Q3 2023, an estimated $2.01K.
Center for Financial Planning first reported a position in XPeng in Q4 2020 and held it in 11 quarters.
Center for Financial Planning's XPeng position peaked at $8K in Q4 2021.
182 funds tracked by Wall St. Rank held XPeng as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.