Tradition Wealth Management’s XPeng XPEV Stock Holding History

Tradition 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
2024 Q1	–	Sell	-700	Closed	-$10K	–	1212
2023 Q4	$10K	Hold	700	–	–	﹤0.01%	1010
2023 Q3	$13K	Hold	700	–	–	﹤0.01%	959
2023 Q2	$9K	Hold	700	–	–	﹤0.01%	1079
2023 Q1	$8K	Hold	700	–	–	﹤0.01%	1059
2022 Q4	$7K	Sell	700 -459	-40%	-$4.14K	﹤0.01%	990
2022 Q3	$14K	Hold	1,159	–	–	﹤0.01%	855
2022 Q2	$37K	Buy	1,159 +459	+66%	+$11.8K	0.01%	525
2022 Q1	$19K	Hold	700	–	–	﹤0.01%	736
2021 Q4	$35K	Hold	700	–	–	﹤0.01%	618
2021 Q3	$25K	Hold	700	–	–	﹤0.01%	678
2021 Q2	$31K	Buy	+700	New	+$23.9K	﹤0.01%	654

Other funds holding XPEV

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

Millennium Management New York $276B AUM 44.8% 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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Tradition Wealth Management's XPEV Position: Q1 2024 in Review

Tradition Wealth Management sold out of XPeng (XPEV) in Q1 2024, closing a stake of 700 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in XPEV in Q2 2021 and held it in 11 quarters. The position peaked at $37K in Q2 2022. 196 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

Tradition Wealth Management reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 700 XPeng shares in Q1 2024, an estimated $10K.
Tradition Wealth Management first reported a position in XPeng in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's XPeng position peaked at $37K in Q2 2022.
196 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.