Paradigm Financial Advisors’s XPeng XPEV Stock Holding History

Paradigm Financial 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 Q4	$914K	Buy	18,168 +4,538	+33%	+$205K	0.2%	81
2021 Q3	$484K	Buy	13,630 +2,415	+22%	+$95.9K	0.11%	118
2021 Q2	$498K	Buy	11,215 +1,310	+13%	+$44.6K	0.11%	120
2021 Q1	$362K	Buy	+9,905	New	+$412K	0.09%	139

Other funds holding XPEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Paradigm Financial Advisors's XPEV Position: Q4 2021 in Review

Paradigm Financial Advisors increased its XPeng (XPEV) stake by 33% in Q4 2021, buying an estimated $205K and bringing the position to 18,168 shares worth $914K. The position accounts for 0.2% of the portfolio, ranked #81.

Paradigm Financial Advisors first reported a position in XPEV in Q1 2021 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold XPEV as of Q4 2021.

Paradigm Financial Advisors held 18,168 shares of XPeng worth $914K as of Q4 2021.
Paradigm Financial Advisors bought 4,538 XPeng shares in Q4 2021, an estimated $205K.
XPeng made up 0.2% of Paradigm Financial Advisors's portfolio in Q4 2021, its #81 holding.
Paradigm Financial Advisors first reported a position in XPeng in Q1 2021 and has held it in 4 quarters since.
342 funds tracked by Wall St. Rank held XPeng as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.