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Berman Capital Advisors’s XPeng XPEV Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
36
+22
+157% +$873 ﹤0.01% 1992
2021
Q2 		$0 Buy
+14
New +$477 ﹤0.01% 2068

Other funds holding XPEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Berman Capital Advisors's XPEV Position: Q3 2021 in Review

Berman Capital Advisors increased its XPeng (XPEV) stake by 157% in Q3 2021, buying an estimated $873 and bringing the position to 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Berman Capital Advisors first reported a position in XPEV in Q2 2021 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold XPEV as of Q3 2021.

  • Berman Capital Advisors held 36 shares of XPeng worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 22 XPeng shares in Q3 2021, an estimated $873.
  • XPeng made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1992 holding.
  • Berman Capital Advisors first reported a position in XPeng in Q2 2021 and has held it in 2 quarters since.
  • 297 funds tracked by Wall St. Rank held XPeng as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.