Valley National Advisers’s XPeng XPEV Stock Holding History

Valley National Advisers’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
2025 Q2	–	Sell	-50	Closed	-$1K	–	867
2025 Q1	$1K	Buy	+50	New	+$900	﹤0.01%	811
2022 Q3	–	Sell	-50	Closed	-$2K	–	1007
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	788
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	892
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	767
2021 Q3	$2K	Sell	50 -2	-4%	-$79	﹤0.01%	789
2021 Q2	$2K	Hold	52	–	–	﹤0.01%	809
2021 Q1	$2K	Buy	+52	New	+$2.16K	﹤0.01%	759

Other funds holding XPEV

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

Primecap Management

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

TMT General Partner Hong Kong $250M AUM 6.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return