RMR Wealth Builders’s XPeng XPEV Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-253	Closed	-$9K	–	727
2021 Q1	$9K	Hold	253	–	–	﹤0.01%	611
2020 Q4	$11K	Buy	+253	New	+$9.29K	0.01%	409

Other funds holding XPEV

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

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Apoletto Road Town, Tortola, British Virgin Islands $260M AUM 31.4% 1-Year Est. Return

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

RMR Wealth Builders's XPEV Position: Q2 2021 in Review

RMR Wealth Builders sold out of XPeng (XPEV) in Q2 2021, closing a stake of 253 shares — an estimated $9K sold.

RMR Wealth Builders first reported a position in XPEV in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 300 funds tracked by Wall St. Rank hold XPEV as of Q2 2021.

RMR Wealth Builders reported no remaining XPeng position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 253 XPeng shares in Q2 2021, an estimated $9K.
RMR Wealth Builders first reported a position in XPeng in Q4 2020 and held it in 2 quarters.
RMR Wealth Builders's XPeng position peaked at $11K in Q4 2020.
300 funds tracked by Wall St. Rank held XPeng as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.