Householder Group Estate & Retirement Specialist’s XPeng XPEV Stock Holding History

Householder Group Estate & Retirement Specialist’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	-4,603	Closed	-$56K	–	1254
2024 Q3	$56K	Buy	4,603 +103	+2%	+$854	0.02%	465
2024 Q2	$32K	Hold	4,500	–	–	0.01%	572
2024 Q1	$34.6K	Hold	4,500	–	–	0.01%	549
2023 Q4	$65K	Sell	4,500 -200	-4%	-$3.18K	0.02%	413
2023 Q3	$86.3K	Buy	+4,700	New	+$79.7K	0.03%	349
2023 Q1	$43K	Buy	3,900 +3,700	+1,850%	+$35.8K	0.02%	469
2022 Q4	$1K	Hold	200	–	–	﹤0.01%	354
2022 Q3	$2K	Buy	+200	New	+$4.31K	﹤0.01%	993

Other funds holding XPEV

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

TGP

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's XPEV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of XPeng (XPEV) in Q4 2024, closing a stake of 4,603 shares — an estimated $56K sold.

Householder Group Estate & Retirement Specialist first reported a position in XPEV in Q3 2022 and held it in 8 quarters. The position peaked at $86.3K in Q3 2023. 193 funds tracked by Wall St. Rank hold XPEV as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining XPeng position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,603 XPeng shares in Q4 2024, an estimated $56K.
Householder Group Estate & Retirement Specialist first reported a position in XPeng in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's XPeng position peaked at $86.3K in Q3 2023.
193 funds tracked by Wall St. Rank held XPeng as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.