Prospera Financial Services’s XPeng XPEV Stock Holding History

Prospera Financial Services’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 Q1	–	Sell	-16,247	Closed	-$237K	–	1145
2023 Q4	$237K	Sell	16,247 -320	-2%	-$5.09K	0.01%	934
2023 Q3	$304K	Sell	16,567 -139	-0.8%	-$2.36K	0.01%	800
2023 Q2	$224K	Sell	16,706 -112	-0.7%	-$1.1K	0.01%	915
2023 Q1	$187K	Sell	16,818 -418	-2%	-$4.04K	0.01%	910
2022 Q4	$171K	Buy	17,236 +2,317	+16%	+$20.9K	0.01%	853
2022 Q3	$179K	Buy	14,919 +558	+4%	+$12K	0.01%	788
2022 Q2	$456K	Sell	14,361 -65	-0.5%	-$1.67K	0.02%	541
2022 Q1	$398K	Sell	14,426 -309	-2%	-$11K	0.02%	657
2021 Q4	$741K	Buy	14,735 +4,176	+40%	+$188K	0.03%	473
2021 Q3	$375K	Sell	10,559 -1,885	-15%	-$74.8K	0.02%	607
2021 Q2	$552K	Buy	12,444 +193	+2%	+$6.58K	0.03%	503
2021 Q1	$447K	Buy	+12,251	New	+$509K	0.03%	522

Other funds holding XPEV

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return