SFS
XPEV icon

Sowell Financial Services’s XPeng XPEV Stock Holding History

Sowell Financial Services’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
-700
Closed -$18K – 2784
2021
Q1 		$18K Sell
700
-80
-10% -$3.33K ﹤0.01% 2103
2020
Q4 		$33K Buy
+780
New +$28.7K ﹤0.01% 1549

Other funds holding XPEV

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Coatue Management
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
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
A
Apoletto Road Town, Tortola, British Virgin Islands $260M AUM 31.4% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Sowell Financial Services's XPEV Position: Q2 2021 in Review

Sowell Financial Services sold out of XPeng (XPEV) in Q2 2021, closing a stake of 700 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in XPEV in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q4 2020. 300 funds tracked by Wall St. Rank hold XPEV as of Q2 2021.

  • Sowell Financial Services reported no remaining XPeng position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 700 XPeng shares in Q2 2021, an estimated $18K.
  • Sowell Financial Services first reported a position in XPeng in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's XPeng position peaked at $33K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held XPeng as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.