Clearview Wealth Advisors’s XPeng XPEV Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-100	Closed	-$1.34K	–	662
2023 Q2	$1.34K	Buy	+100	New	+$985	﹤0.01%	568
2021 Q1	–	Sell	-118	Closed	-$5K	–	653
2020 Q4	$5K	Buy	+118	New	+$4.33K	﹤0.01%	455

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

Clearview Wealth Advisors's XPEV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of XPeng (XPEV) in Q3 2023, closing a stake of 100 shares — an estimated $1.34K sold.

Clearview Wealth Advisors first reported a position in XPEV in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 182 funds tracked by Wall St. Rank hold XPEV as of Q3 2023.

Clearview Wealth Advisors reported no remaining XPeng position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 100 XPeng shares in Q3 2023, an estimated $1.34K.
Clearview Wealth Advisors first reported a position in XPeng in Q4 2020 and held it in 2 quarters.
Clearview Wealth Advisors's XPeng position peaked at $5K in Q4 2020.
182 funds tracked by Wall St. Rank held XPeng as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.