NFG
XPEV icon

Next Financial Group’s XPeng XPEV Stock Holding History

Next Financial Group’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 		$40K Sell
795
-28
-3% -$1.26K ﹤0.01% 1575
2021
Q3 		$29K Buy
823
+28
+4% +$1.11K ﹤0.01% 1662
2021
Q2 		$35K Sell
795
-700
-47% -$23.9K ﹤0.01% 1539
2021
Q1 		$55K Buy
1,495
+295
+25% +$12.3K ﹤0.01% 1244
2020
Q4 		$51K Buy
+1,200
New +$44.1K ﹤0.01% 1196

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

Next Financial Group's XPEV Position: Q4 2021 in Review

Next Financial Group reduced its XPeng (XPEV) stake by 3.4% in Q4 2021, selling an estimated $1.26K and leaving 795 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Next Financial Group first reported a position in XPEV in Q4 2020 and has held it in 5 quarters since. The position peaked at $55K in Q1 2021. 342 funds tracked by Wall St. Rank hold XPEV as of Q4 2021.

  • Next Financial Group held 795 shares of XPeng worth $40K as of Q4 2021.
  • Next Financial Group sold 28 XPeng shares in Q4 2021, an estimated $1.26K.
  • XPeng made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1575 holding.
  • Next Financial Group first reported a position in XPeng in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's XPeng position peaked at $55K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held XPeng as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.