Janiczek Wealth Management’s XPeng XPEV Stock Holding History

Janiczek Wealth 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	-75	Closed	-$1.09K	–	1168
2023 Q4	$1.09K	Hold	75	–	–	﹤0.01%	923
2023 Q3	$1.38K	Hold	75	–	–	﹤0.01%	879
2023 Q2	$1.01K	Buy	+75	New	+$739	﹤0.01%	843
2022 Q1	–	Sell	-310	Closed	-$16K	–	1085
2021 Q4	$16K	Buy	310 +94	+44%	+$4.24K	﹤0.01%	515
2021 Q3	$8K	Buy	216 +172	+391%	+$6.83K	﹤0.01%	621
2021 Q2	$2K	Buy	+44	New	+$1.5K	﹤0.01%	795

Other funds holding XPEV

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

Millennium Management New York $276B AUM 44.8% 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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OPL

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

Janiczek Wealth Management's XPEV Position: Q1 2024 in Review

Janiczek Wealth Management sold out of XPeng (XPEV) in Q1 2024, closing a stake of 75 shares — an estimated $1.09K sold.

Janiczek Wealth Management first reported a position in XPEV in Q2 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 196 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

Janiczek Wealth Management reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
Janiczek Wealth Management sold 75 XPeng shares in Q1 2024, an estimated $1.09K.
Janiczek Wealth Management first reported a position in XPeng in Q2 2021 and held it in 6 quarters.
Janiczek Wealth Management's XPeng position peaked at $16K in Q4 2021.
196 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.