Concord Wealth Partners’s XPeng XPEV Stock Holding History

Concord Wealth Partners’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	-101	Closed	-$1.35K	–	1080
2023 Q2	$1.35K	Hold	101	–	–	﹤0.01%	916
2023 Q1	$1.12K	Hold	101	–	–	﹤0.01%	884
2022 Q4	$1K	Buy	+101	New	+$910	﹤0.01%	1062
2022 Q3	–	Sell	-101	Closed	-$3K	–	1190
2022 Q2	$3K	Buy	+101	New	+$2.6K	﹤0.01%	976

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

Concord Wealth Partners's XPEV Position: Q3 2023 in Review

Concord Wealth Partners sold out of XPeng (XPEV) in Q3 2023, closing a stake of 101 shares — an estimated $1.35K sold.

Concord Wealth Partners first reported a position in XPEV in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 182 funds tracked by Wall St. Rank hold XPEV as of Q3 2023.

Concord Wealth Partners reported no remaining XPeng position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 101 XPeng shares in Q3 2023, an estimated $1.35K.
Concord Wealth Partners first reported a position in XPeng in Q2 2022 and held it in 4 quarters.
Concord Wealth Partners's XPeng position peaked at $3K in Q2 2022.
182 funds tracked by Wall St. Rank held XPeng as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.