Herold Advisors’s XPeng XPEV Stock Holding History

Herold 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 Q1	–	Sell	-4,200	Closed	-$211K	–	734
2021 Q4	$211K	Hold	4,200	–	–	0.08%	194
2021 Q3	$149K	Buy	+4,200	New	+$167K	0.06%	231

Other funds holding XPEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Herold Advisors's XPEV Position: Q1 2022 in Review

Herold Advisors sold out of XPeng (XPEV) in Q1 2022, closing a stake of 4,200 shares — an estimated $211K sold.

Herold Advisors first reported a position in XPEV in Q3 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2021. 288 funds tracked by Wall St. Rank hold XPEV as of Q1 2022.

Herold Advisors reported no remaining XPeng position as of Q1 2022 after selling out during the quarter.
Herold Advisors sold 4,200 XPeng shares in Q1 2022, an estimated $211K.
Herold Advisors first reported a position in XPeng in Q3 2021 and held it in 2 quarters.
Herold Advisors's XPeng position peaked at $211K in Q4 2021.
288 funds tracked by Wall St. Rank held XPeng as of Q1 2022.

Based on Herold Advisors's 13F filing for Q1 2022, filed 9 May 2022.