Crewe Advisors’s XPeng XPEV Stock Holding History

Crewe 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	-500	Closed	-$9.18K	–	710
2023 Q3	$9.18K	Hold	500	–	–	﹤0.01%	254
2023 Q2	$6.71K	Hold	500	–	–	﹤0.01%	440
2023 Q1	$5.55K	Hold	500	–	–	﹤0.01%	622
2022 Q4	$4.97K	Sell	500 -300	-38%	-$2.7K	﹤0.01%	676
2022 Q3	$10K	Hold	800	–	–	﹤0.01%	678
2022 Q2	$25K	Buy	800 +200	+33%	+$5.14K	0.01%	387
2022 Q1	$17K	Buy	600 +250	+71%	+$8.88K	﹤0.01%	313
2021 Q4	$18K	Hold	350	–	–	﹤0.01%	269
2021 Q3	$12K	Buy	350 +250	+250%	+$9.92K	﹤0.01%	255
2021 Q2	$4K	Buy	+100	New	+$3.41K	﹤0.01%	357

Other funds holding XPEV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

RAA

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

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

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Crewe Advisors's XPEV Position: Q4 2023 in Review

Crewe Advisors sold out of XPeng (XPEV) in Q4 2023, closing a stake of 500 shares — an estimated $9.18K sold.

Crewe Advisors first reported a position in XPEV in Q2 2021 and held it in 10 quarters. The position peaked at $25K in Q2 2022. 196 funds tracked by Wall St. Rank hold XPEV as of Q4 2023.

Crewe Advisors reported no remaining XPeng position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 500 XPeng shares in Q4 2023, an estimated $9.18K.
Crewe Advisors first reported a position in XPeng in Q2 2021 and held it in 10 quarters.
Crewe Advisors's XPeng position peaked at $25K in Q2 2022.
196 funds tracked by Wall St. Rank held XPeng as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.