Clearstead Advisors’s XPeng XPEV Stock Holding History

Clearstead 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
2023 Q4	–	Sell	-27	Closed	-$496	–	1617
2023 Q3	$496	Hold	27	–	–	﹤0.01%	1418
2023 Q2	$363	Hold	27	–	–	﹤0.01%	1324
2023 Q1	$300	Hold	27	–	–	﹤0.01%	1331
2022 Q4	$268	Hold	27	–	–	﹤0.01%	1264
2022 Q3	$0	Hold	27	–	–	﹤0.01%	1381
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	1241
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1338
2021 Q4	$1K	Hold	27	–	–	﹤0.01%	1232
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	1257
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	1216
2021 Q1	$1K	Buy	+27	New	+$1.12K	﹤0.01%	1086

Other funds holding XPEV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPL

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

Clearstead Advisors's XPEV Position: Q4 2023 in Review

Clearstead Advisors sold out of XPeng (XPEV) in Q4 2023, closing a stake of 27 shares — an estimated $496 sold.

Clearstead Advisors first reported a position in XPEV in Q1 2021 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 196 funds tracked by Wall St. Rank hold XPEV as of Q4 2023.

Clearstead Advisors reported no remaining XPeng position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 27 XPeng shares in Q4 2023, an estimated $496.
Clearstead Advisors first reported a position in XPeng in Q1 2021 and held it in 11 quarters.
Clearstead Advisors's XPeng position peaked at $1K in Q2 2022.
196 funds tracked by Wall St. Rank held XPeng as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.