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	-54	Closed	-$992	–	1655
2023 Q3	$992	Buy	54 +27	+100%	+$458	﹤0.01%	1459
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 $93.1B AUM 61.18% 1-Year Est. Return

Primecap Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

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 New York $127B AUM 43.98% 1-Year Est. Return

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

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return