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XPEV icon

Perigon Wealth Management’s XPeng XPEV Stock Holding History

Perigon 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
2022
Q4 		– Sell
-11,780
Closed -$141K – 727
2022
Q3 		$141K Sell
11,780
-449
-4% -$9.67K 0.01% 550
2022
Q2 		$388K Sell
12,229
-1,167
-9% -$30K 0.03% 371
2022
Q1 		$370K Buy
13,396
+1,679
+14% +$59.6K 0.03% 424
2021
Q4 		$590K Buy
11,717
+2,597
+28% +$117K 0.04% 305
2021
Q3 		$324K Hold
9,120
– – 0.03% 396
2021
Q2 		$405K Hold
9,120
– – 0.04% 349
2021
Q1 		$333K Buy
+9,120
New +$379K 0.03% 371

Other funds holding XPEV

F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return

Perigon Wealth Management's XPEV Position: Q4 2022 in Review

Perigon Wealth Management sold out of XPeng (XPEV) in Q4 2022, closing a stake of 11,780 shares — an estimated $141K sold.

Perigon Wealth Management first reported a position in XPEV in Q1 2021 and held it in 7 quarters. The position peaked at $590K in Q4 2021. 228 funds tracked by Wall St. Rank hold XPEV as of Q4 2022.

  • Perigon Wealth Management reported no remaining XPeng position as of Q4 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 11,780 XPeng shares in Q4 2022, an estimated $141K.
  • Perigon Wealth Management first reported a position in XPeng in Q1 2021 and held it in 7 quarters.
  • Perigon Wealth Management's XPeng position peaked at $590K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held XPeng as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.