Halpern Financial’s XPeng XPEV Stock Holding History

Halpern Financial’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	-360	Closed	-$4.83K	–	261
2023 Q2	$4.83K	Hold	360	–	–	﹤0.01%	220
2023 Q1	$4K	Hold	360	–	–	﹤0.01%	159
2022 Q4	$3.58K	Hold	360	–	–	﹤0.01%	163
2022 Q3	$4.3K	Hold	360	–	–	﹤0.01%	167
2022 Q2	$11.4K	Hold	360	–	–	﹤0.01%	156
2022 Q1	$9.93K	Hold	360	–	–	﹤0.01%	172
2021 Q4	$18.1K	Hold	360	–	–	0.01%	150
2021 Q3	$12.8K	Hold	360	–	–	0.01%	157
2021 Q2	$16K	Hold	360	–	–	0.01%	119
2021 Q1	$13.1K	Hold	360	–	–	0.01%	125
2020 Q4	$15.4K	Buy	+360	New	+$13.2K	0.01%	95

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

Halpern Financial's XPEV Position: Q3 2023 in Review

Halpern Financial sold out of XPeng (XPEV) in Q3 2023, closing a stake of 360 shares — an estimated $4.83K sold.

Halpern Financial first reported a position in XPEV in Q4 2020 and held it in 11 quarters. The position peaked at $18.1K in Q4 2021. 182 funds tracked by Wall St. Rank hold XPEV as of Q3 2023.

Halpern Financial reported no remaining XPeng position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 360 XPeng shares in Q3 2023, an estimated $4.83K.
Halpern Financial first reported a position in XPeng in Q4 2020 and held it in 11 quarters.
Halpern Financial's XPeng position peaked at $18.1K in Q4 2021.
182 funds tracked by Wall St. Rank held XPeng as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.