LWM
XPEV icon

Liberty Wealth Management’s XPeng XPEV Stock Holding History

Liberty Wealth Management’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
-26
Closed -$1K – 1130
2021
Q3 		$1K Sell
26
-74
-74% -$2.94K ﹤0.01% 1150
2021
Q2 		$4K Buy
+100
New +$3.41K ﹤0.01% 849

Other funds holding XPEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Liberty Wealth Management's XPEV Position: Q4 2021 in Review

Liberty Wealth Management sold out of XPeng (XPEV) in Q4 2021, closing a stake of 26 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in XPEV in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 342 funds tracked by Wall St. Rank hold XPEV as of Q4 2021.

  • Liberty Wealth Management reported no remaining XPeng position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 26 XPeng shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in XPeng in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's XPeng position peaked at $4K in Q2 2021.
  • 342 funds tracked by Wall St. Rank held XPeng as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.