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Redwood Wealth Management Group’s XPeng XPEV Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-30
Closed -$220 – 1121
2024
Q2 		$220 Buy
+30
New +$237 ﹤0.01% 1128

Other funds holding XPEV

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Primecap Management
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Redwood Wealth Management Group's XPEV Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of XPeng (XPEV) in Q3 2024, closing a stake of 30 shares — an estimated $220 sold.

Redwood Wealth Management Group first reported a position in XPEV in Q2 2024 and held it in 1 quarter. The position peaked at $220 in Q2 2024. 184 funds tracked by Wall St. Rank hold XPEV as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining XPeng position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 30 XPeng shares in Q3 2024, an estimated $220.
  • Redwood Wealth Management Group first reported a position in XPeng in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's XPeng position peaked at $220 in Q2 2024.
  • 184 funds tracked by Wall St. Rank held XPeng as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.