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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 $169B AUM 114.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Prospera Financial Services's XPEV Position: Q1 2024 in Review

Prospera Financial Services sold out of XPeng (XPEV) in Q1 2024, closing a stake of 16,247 shares — an estimated $237K sold.

Prospera Financial Services first reported a position in XPEV in Q1 2021 and held it in 12 quarters. The position peaked at $741K in Q4 2021. 196 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

  • Prospera Financial Services reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
  • Prospera Financial Services sold 16,247 XPeng shares in Q1 2024, an estimated $237K.
  • Prospera Financial Services first reported a position in XPeng in Q1 2021 and held it in 12 quarters.
  • Prospera Financial Services's XPeng position peaked at $741K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Prospera Financial Services's 13F filing for Q1 2024, filed 13 Aug 2024.