Valued Wealth Advisors’s XPeng XPEV Stock Holding History

Valued Wealth 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
2024 Q1	–	Sell	-192	Closed	-$3.53K	–	624
2023 Q4	$3.53K	Buy	+192	New	+$3.05K	﹤0.01%	239

Other funds holding XPEV

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

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 $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return

Valued Wealth Advisors's XPEV Position: Q1 2024 in Review

Valued Wealth Advisors sold out of XPeng (XPEV) in Q1 2024, closing a stake of 192 shares — an estimated $3.53K sold.

Valued Wealth Advisors first reported a position in XPEV in Q4 2023 and held it in 1 quarter. The position peaked at $3.53K in Q4 2023. 195 funds tracked by Wall St. Rank hold XPEV as of Q1 2024.

Valued Wealth Advisors reported no remaining XPeng position as of Q1 2024 after selling out during the quarter.
Valued Wealth Advisors sold 192 XPeng shares in Q1 2024, an estimated $3.53K.
Valued Wealth Advisors first reported a position in XPeng in Q4 2023 and held it in 1 quarter.
Valued Wealth Advisors's XPeng position peaked at $3.53K in Q4 2023.
195 funds tracked by Wall St. Rank held XPeng as of Q1 2024.

Based on Valued Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.