IWA
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Intercontinental Wealth Advisors’s XPeng XPEV Stock Holding History

Intercontinental Wealth 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 		– Sell
-4,635
Closed -$206K – 299
2021
Q2 		$206K Sell
4,635
-1,465
-24% -$49.9K 0.04% 278
2021
Q1 		$223K Buy
+6,100
New +$254K 0.05% 255

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

Intercontinental Wealth Advisors's XPEV Position: Q3 2021 in Review

Intercontinental Wealth Advisors sold out of XPeng (XPEV) in Q3 2021, closing a stake of 4,635 shares — an estimated $206K sold.

Intercontinental Wealth Advisors first reported a position in XPEV in Q1 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2021. 296 funds tracked by Wall St. Rank hold XPEV as of Q3 2021.

  • Intercontinental Wealth Advisors reported no remaining XPeng position as of Q3 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 4,635 XPeng shares in Q3 2021, an estimated $206K.
  • Intercontinental Wealth Advisors first reported a position in XPeng in Q1 2021 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's XPeng position peaked at $223K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held XPeng as of Q3 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.