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XPEV icon

Montag & Associates’s XPeng XPEV Stock Holding History

Montag & Associates’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
-14,368
Closed -$638K – 899
2021
Q2 		$638K Buy
14,368
+2,171
+18% +$74K 0.03% 269
2021
Q1 		$445K Buy
12,197
+12,052
+8,312% +$501K 0.03% 306
2020
Q4 		$6K Buy
+145
New +$5.33K ﹤0.01% 740

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

Montag & Associates's XPEV Position: Q3 2021 in Review

Montag & Associates sold out of XPeng (XPEV) in Q3 2021, closing a stake of 14,368 shares — an estimated $638K sold.

Montag & Associates first reported a position in XPEV in Q4 2020 and held it in 3 quarters. The position peaked at $638K in Q2 2021. 296 funds tracked by Wall St. Rank hold XPEV as of Q3 2021.

  • Montag & Associates reported no remaining XPeng position as of Q3 2021 after selling out during the quarter.
  • Montag & Associates sold 14,368 XPeng shares in Q3 2021, an estimated $638K.
  • Montag & Associates first reported a position in XPeng in Q4 2020 and held it in 3 quarters.
  • Montag & Associates's XPeng position peaked at $638K in Q2 2021.
  • 296 funds tracked by Wall St. Rank held XPeng as of Q3 2021.

Based on Montag & Associates's 13F filing for Q3 2021, filed 8 Nov 2021.