Colonial Trust Advisors’s XPeng XPEV Stock Holding History

Colonial Trust 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
2024 Q4	–	Sell	-181	Closed	-$2.21K	–	791
2024 Q3	$2.21K	Hold	181	–	–	﹤0.01%	679
2024 Q2	$1.33K	Hold	181	–	–	﹤0.01%	694
2024 Q1	$1.39K	Hold	181	–	–	﹤0.01%	835
2023 Q4	$2.64K	Hold	181	–	–	﹤0.01%	679
2023 Q3	$3.32K	Hold	181	–	–	﹤0.01%	660
2023 Q2	$2.43K	Hold	181	–	–	﹤0.01%	722
2023 Q1	$2.01K	Hold	181	–	–	﹤0.01%	729
2022 Q4	$1.8K	Buy	+181	New	+$1.63K	﹤0.01%	736

Other funds holding XPEV

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

TGP

TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCM

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

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

Colonial Trust Advisors's XPEV Position: Q4 2024 in Review

Colonial Trust Advisors sold out of XPeng (XPEV) in Q4 2024, closing a stake of 181 shares — an estimated $2.21K sold.

Colonial Trust Advisors first reported a position in XPEV in Q4 2022 and held it in 8 quarters. The position peaked at $3.32K in Q3 2023. 193 funds tracked by Wall St. Rank hold XPEV as of Q4 2024.

Colonial Trust Advisors reported no remaining XPeng position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 181 XPeng shares in Q4 2024, an estimated $2.21K.
Colonial Trust Advisors first reported a position in XPeng in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's XPeng position peaked at $3.32K in Q3 2023.
193 funds tracked by Wall St. Rank held XPeng as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.