AWM
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Avitas Wealth Management’s XPeng XPEV Stock Holding History

Avitas 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
2022
Q2 		– Sell
-7,788
Closed -$215K – 234
2022
Q1 		$215K Sell
7,788
-9,492
-55% -$337K 0.04% 187
2021
Q4 		$870K Buy
17,280
+687
+4% +$31K 0.15% 136
2021
Q3 		$590K Buy
+16,593
New +$659K 0.11% 159

Other funds holding XPEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Avitas Wealth Management's XPEV Position: Q2 2022 in Review

Avitas Wealth Management sold out of XPeng (XPEV) in Q2 2022, closing a stake of 7,788 shares — an estimated $215K sold.

Avitas Wealth Management first reported a position in XPEV in Q3 2021 and held it in 3 quarters. The position peaked at $870K in Q4 2021. 303 funds tracked by Wall St. Rank hold XPEV as of Q2 2022.

  • Avitas Wealth Management reported no remaining XPeng position as of Q2 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 7,788 XPeng shares in Q2 2022, an estimated $215K.
  • Avitas Wealth Management first reported a position in XPeng in Q3 2021 and held it in 3 quarters.
  • Avitas Wealth Management's XPeng position peaked at $870K in Q4 2021.
  • 303 funds tracked by Wall St. Rank held XPeng as of Q2 2022.

Based on Avitas Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.