LWM
XPEV icon

Laidlaw Wealth Management’s XPeng XPEV Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-10,536
Closed -$141K – 379
2023
Q2 		$141K Buy
+10,536
New +$104K 0.03% 337

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Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
OPL
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MCMI
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PCM
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Laidlaw Wealth Management's XPEV Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of XPeng (XPEV) in Q3 2023, closing a stake of 10,536 shares — an estimated $141K sold.

Laidlaw Wealth Management first reported a position in XPEV in Q2 2023 and held it in 1 quarter. The position peaked at $141K in Q2 2023. 182 funds tracked by Wall St. Rank hold XPEV as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining XPeng position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,536 XPeng shares in Q3 2023, an estimated $141K.
  • Laidlaw Wealth Management first reported a position in XPeng in Q2 2023 and held it in 1 quarter.
  • Laidlaw Wealth Management's XPeng position peaked at $141K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held XPeng as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.