VisionPoint Advisory Group’s XPeng XPEV Stock Holding History

VisionPoint Advisory 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	-4	Closed	-$29	–	799
2024 Q2	$29	Hold	4	–	–	﹤0.01%	787
2024 Q1	$31	Hold	4	–	–	﹤0.01%	789
2023 Q4	$58	Buy	+4	New	+$64	﹤0.01%	712
2023 Q3	–	Sell	-4	Closed	-$54	–	836
2023 Q2	$54	Buy	+4	New	+$39	﹤0.01%	611

Other funds holding XPEV

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

VisionPoint Advisory Group's XPEV Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of XPeng (XPEV) in Q3 2024, closing a stake of 4 shares — an estimated $29 sold.

VisionPoint Advisory Group first reported a position in XPEV in Q2 2023 and held it in 4 quarters. The position peaked at $58 in Q4 2023. 185 funds tracked by Wall St. Rank hold XPEV as of Q3 2024.

VisionPoint Advisory Group reported no remaining XPeng position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 4 XPeng shares in Q3 2024, an estimated $29.
VisionPoint Advisory Group first reported a position in XPeng in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's XPeng position peaked at $58 in Q4 2023.
185 funds tracked by Wall St. Rank held XPeng as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.