Concorde Asset Management’s XPeng XPEV Stock Holding History

Concorde Asset Management’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 Q1	–	Sell	-43,447	Closed	-$441K	–	177
2023 Q4	$441K	Buy	+43,447	New	+$690K	0.3%	62

Other funds holding XPEV

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OPL

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

Concorde Asset Management's XPEV Position: Q1 2024 in Review

Concorde Asset Management sold out of XPeng (XPEV) in Q1 2024, closing a stake of 43,447 shares — an estimated $441K sold.

Concorde Asset Management first reported a position in XPEV in Q4 2023 and held it in 1 quarter. The position peaked at $441K in Q4 2023. 195 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

Concorde Asset Management reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
Concorde Asset Management sold 43,447 XPeng shares in Q1 2024, an estimated $441K.
Concorde Asset Management first reported a position in XPeng in Q4 2023 and held it in 1 quarter.
Concorde Asset Management's XPeng position peaked at $441K in Q4 2023.
195 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Concorde Asset Management's 13F filing for Q1 2024, filed 15 May 2024.