Semmax Financial Advisors’s XPeng XPEV Stock Holding History

Semmax Financial 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
2023 Q4	–	Sell	-68	Closed	-$1.06K	–	417
2023 Q3	$1.06K	Buy	+68	New	+$1.15K	﹤0.01%	302
2022 Q4	$1K	Hold	68	–	–	﹤0.01%	276
2022 Q3	$1K	Hold	68	–	–	﹤0.01%	263
2022 Q2	$2K	Hold	68	–	–	﹤0.01%	225
2022 Q1	$2K	Hold	68	–	–	﹤0.01%	251
2021 Q4	$3K	Hold	68	–	–	﹤0.01%	225
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	228
2021 Q2	$3K	Hold	68	–	–	﹤0.01%	214
2021 Q1	$2K	Buy	+68	New	+$2.83K	﹤0.01%	242

Other funds holding XPEV

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Semmax Financial Advisors's XPEV Position: Q4 2023 in Review

Semmax Financial Advisors sold out of XPeng (XPEV) in Q4 2023, closing a stake of 68 shares — an estimated $1.06K sold.

Semmax Financial Advisors first reported a position in XPEV in Q1 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 196 funds tracked by Wall St. Rank hold XPEV as of Q4 2023.

Semmax Financial Advisors reported no remaining XPeng position as of Q4 2023 after selling out during the quarter.
Semmax Financial Advisors sold 68 XPeng shares in Q4 2023, an estimated $1.06K.
Semmax Financial Advisors first reported a position in XPeng in Q1 2021 and held it in 9 quarters.
Semmax Financial Advisors's XPeng position peaked at $3K in Q4 2021.
196 funds tracked by Wall St. Rank held XPeng as of Q4 2023.

Based on Semmax Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.