Howe & Rusling’s XPeng XPEV Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-22	Closed	-$1K	–	1076
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	951
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	917
2021 Q1	$1K	Buy	+22	New	+$914	﹤0.01%	923

Other funds holding XPEV

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

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

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

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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

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

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Howe & Rusling's XPEV Position: Q4 2021 in Review

Howe & Rusling sold out of XPeng (XPEV) in Q4 2021, closing a stake of 22 shares — an estimated $1K sold.

Howe & Rusling first reported a position in XPEV in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 342 funds tracked by Wall St. Rank hold XPEV as of Q4 2021.

Howe & Rusling reported no remaining XPeng position as of Q4 2021 after selling out during the quarter.
Howe & Rusling sold 22 XPeng shares in Q4 2021, an estimated $1K.
Howe & Rusling first reported a position in XPeng in Q1 2021 and held it in 3 quarters.
Howe & Rusling's XPeng position peaked at $1K in Q3 2021.
342 funds tracked by Wall St. Rank held XPeng as of Q4 2021.

Based on Howe & Rusling's 13F filing for Q4 2021, filed 14 Feb 2022.