Charles Schwab
XPEV icon

Charles Schwab’s XPeng XPEV Stock Holding History

Charles Schwab’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
-720,581
Closed -$22.9M – 3554
2022
Q2 		$22.9M Buy
720,581
+53,203
+8% +$1.37M 0.01% 1297
2022
Q1 		$18.4M Buy
667,378
+16,132
+2% +$573K 0.01% 1609
2021
Q4 		$32.8M Buy
651,246
+11,801
+2% +$532K 0.01% 1202
2021
Q3 		$22.7M Buy
639,445
+135,448
+27% +$5.38M 0.01% 1479
2021
Q2 		$22.4M Buy
503,997
+356,490
+242% +$12.1M 0.01% 1499
2021
Q1 		$5.39M Buy
+147,507
New +$6.13M ﹤0.01% 2264

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

Charles Schwab's XPEV Position: Q3 2022 in Review

Charles Schwab sold out of XPeng (XPEV) in Q3 2022, closing a stake of 720,581 shares — an estimated $22.9M sold.

Charles Schwab first reported a position in XPEV in Q1 2021 and held it in 6 quarters. The position peaked at $32.8M in Q4 2021. 263 funds tracked by Wall St. Rank hold XPEV as of Q3 2022.

  • Charles Schwab reported no remaining XPeng position as of Q3 2022 after selling out during the quarter.
  • Charles Schwab sold 720,581 XPeng shares in Q3 2022, an estimated $22.9M.
  • Charles Schwab first reported a position in XPeng in Q1 2021 and held it in 6 quarters.
  • Charles Schwab's XPeng position peaked at $32.8M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held XPeng as of Q3 2022.

Based on Charles Schwab's 13F filing for Q3 2022, filed 14 Nov 2022.