JNBA Financial Advisors’s XPeng XPEV Stock Holding History

JNBA Financial 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 Q1	–	Sell	-23	Closed	-$229	–	743
2022 Q4	$229	Hold	23	–	–	﹤0.01%	645
2022 Q3	$0	Hold	23	–	–	﹤0.01%	765
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	707
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	698
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	814
2021 Q3	$1K	Buy	+23	New	+$913	﹤0.01%	721

Other funds holding XPEV

FIFTHDELTA London, United Kingdom $853M AUM 18.22% 1-Year Est. Return

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

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 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

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

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

JNBA Financial Advisors's XPEV Position: Q1 2023 in Review

JNBA Financial Advisors sold out of XPeng (XPEV) in Q1 2023, closing a stake of 23 shares — an estimated $229 sold.

JNBA Financial Advisors first reported a position in XPEV in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 221 funds tracked by Wall St. Rank hold XPEV as of Q1 2023.

JNBA Financial Advisors reported no remaining XPeng position as of Q1 2023 after selling out during the quarter.
JNBA Financial Advisors sold 23 XPeng shares in Q1 2023, an estimated $229.
JNBA Financial Advisors first reported a position in XPeng in Q3 2021 and held it in 6 quarters.
JNBA Financial Advisors's XPeng position peaked at $1K in Q2 2022.
221 funds tracked by Wall St. Rank held XPeng as of Q1 2023.

Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.