Northwest Financial Advisors’s XPeng XPEV Stock Holding History

Northwest 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
2024 Q4	–	Sell	-100	Closed	-$1.22K	–	558
2024 Q3	$1.22K	Buy	+100	New	+$829	﹤0.01%	512

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

TGP

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwest Financial Advisors's XPEV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of XPeng (XPEV) in Q4 2024, closing a stake of 100 shares — an estimated $1.22K sold.

Northwest Financial Advisors first reported a position in XPEV in Q3 2024 and held it in 1 quarter. The position peaked at $1.22K in Q3 2024. 193 funds tracked by Wall St. Rank hold XPEV as of Q4 2024.

Northwest Financial Advisors reported no remaining XPeng position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 100 XPeng shares in Q4 2024, an estimated $1.22K.
Northwest Financial Advisors first reported a position in XPeng in Q3 2024 and held it in 1 quarter.
Northwest Financial Advisors's XPeng position peaked at $1.22K in Q3 2024.
193 funds tracked by Wall St. Rank held XPeng as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.