WR Wealth Planners’s XPeng XPEV Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-55	Closed	-$611	–	989
2023 Q1	$611	Sell	55 -10	-15%	-$97	﹤0.01%	852
2022 Q4	$646	Sell	65 -5	-7%	-$45	﹤0.01%	441
2022 Q3	$837	Sell	70 -48	-41%	-$1.03K	﹤0.01%	431
2022 Q2	$3.75K	Hold	118	–	–	﹤0.01%	372
2022 Q1	$3.26K	Buy	+118	New	+$4.19K	﹤0.01%	392

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

PCM

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

OPL

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

MCMI

Matrix China Management IV Grand Cayman, Cayman Islands $64.3M AUM 53.64% 1-Year Est. Return

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

WR Wealth Planners's XPEV Position: Q2 2023 in Review

WR Wealth Planners sold out of XPeng (XPEV) in Q2 2023, closing a stake of 55 shares — an estimated $611 sold.

WR Wealth Planners first reported a position in XPEV in Q1 2022 and held it in 5 quarters. The position peaked at $3.75K in Q2 2022. 201 funds tracked by Wall St. Rank hold XPEV as of Q2 2023.

WR Wealth Planners reported no remaining XPeng position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 55 XPeng shares in Q2 2023, an estimated $611.
WR Wealth Planners first reported a position in XPeng in Q1 2022 and held it in 5 quarters.
WR Wealth Planners's XPeng position peaked at $3.75K in Q2 2022.
201 funds tracked by Wall St. Rank held XPeng as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.