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

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