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Optimum Investment Advisors’s XPeng XPEV Stock Holding History

Optimum Investment 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
2022
Q1 		– Sell
-40
Closed -$2K – 905
2021
Q4 		$2K Buy
+40
New +$1.8K ﹤0.01% 793

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Optimum Investment Advisors's XPEV Position: Q1 2022 in Review

Optimum Investment Advisors sold out of XPeng (XPEV) in Q1 2022, closing a stake of 40 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in XPEV in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 288 funds tracked by Wall St. Rank hold XPEV as of Q1 2022.

  • Optimum Investment Advisors reported no remaining XPeng position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 40 XPeng shares in Q1 2022, an estimated $2K.
  • Optimum Investment Advisors first reported a position in XPeng in Q4 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's XPeng position peaked at $2K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held XPeng as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.