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SC&H Financial Advisors’s XPeng XPEV Stock Holding History

SC&H 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
2022
Q2 		– Sell
-7,481
Closed -$206K – 161
2022
Q1 		$206K Buy
7,481
+1,481
+25% +$52.6K 0.1% 145
2021
Q4 		$302K Buy
+6,000
New +$270K 0.17% 121

Other funds holding XPEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Aspex Management (HK)
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

SC&H Financial Advisors's XPEV Position: Q2 2022 in Review

SC&H Financial Advisors sold out of XPeng (XPEV) in Q2 2022, closing a stake of 7,481 shares — an estimated $206K sold.

SC&H Financial Advisors first reported a position in XPEV in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q4 2021. 304 funds tracked by Wall St. Rank hold XPEV as of Q2 2022.

  • SC&H Financial Advisors reported no remaining XPeng position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 7,481 XPeng shares in Q2 2022, an estimated $206K.
  • SC&H Financial Advisors first reported a position in XPeng in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's XPeng position peaked at $302K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held XPeng as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.