Pacific Capital Wealth Advisors’s XPeng XPEV Stock Holding History

Pacific Capital Wealth 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	–	492
2024 Q3	$1.22K	Hold	100	–	–	﹤0.01%	417
2024 Q2	$733	Hold	100	–	–	﹤0.01%	464
2024 Q1	$768	Hold	100	–	–	﹤0.01%	485
2023 Q4	$1.46K	Buy	+100	New	+$1.59K	﹤0.01%	298

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

Pacific Capital Wealth Advisors's XPEV Position: Q4 2024 in Review

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

Pacific Capital Wealth Advisors first reported a position in XPEV in Q4 2023 and held it in 4 quarters. The position peaked at $1.46K in Q4 2023. 193 funds tracked by Wall St. Rank hold XPEV as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining XPeng position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 100 XPeng shares in Q4 2024, an estimated $1.22K.
Pacific Capital Wealth Advisors first reported a position in XPeng in Q4 2023 and held it in 4 quarters.
Pacific Capital Wealth Advisors's XPeng position peaked at $1.46K in Q4 2023.
193 funds tracked by Wall St. Rank held XPeng as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.