CAPTRUST Financial Advisors
XPEV icon

CAPTRUST Financial Advisors’s XPeng XPEV Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,800
Closed -$89K – 4105
2022
Q2 		$89K Buy
2,800
+400
+17% +$10.3K ﹤0.01% 2289
2022
Q1 		$66K Buy
2,400
+800
+50% +$28.4K ﹤0.01% 2592
2021
Q4 		$81K Sell
1,600
-1,123
-41% -$50.6K ﹤0.01% 2323
2021
Q3 		$97K Sell
2,723
-342
-11% -$13.6K ﹤0.01% 2110
2021
Q2 		$136K Buy
3,065
+500
+19% +$17K ﹤0.01% 1790
2021
Q1 		$94K Buy
2,565
+1,465
+133% +$60.9K ﹤0.01% 2005
2020
Q4 		$47K Buy
1,100
+100
+10% +$3.67K ﹤0.01% 1859
2020
Q3 		$19K Buy
+1,000
New +$19.6K ﹤0.01% 2001

Other funds holding XPEV

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
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

CAPTRUST Financial Advisors's XPEV Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of XPeng (XPEV) in Q3 2022, closing a stake of 2,800 shares — an estimated $89K sold.

CAPTRUST Financial Advisors first reported a position in XPEV in Q3 2020 and held it in 8 quarters. The position peaked at $136K in Q2 2021. 263 funds tracked by Wall St. Rank hold XPEV as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining XPeng position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,800 XPeng shares in Q3 2022, an estimated $89K.
  • CAPTRUST Financial Advisors first reported a position in XPeng in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's XPeng position peaked at $136K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held XPeng as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.