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 $509M AUM 25.62% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

TGP

TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Valley National Advisers's XPEV Position: Q2 2025 in Review

Valley National Advisers sold out of XPeng (XPEV) in Q2 2025, closing a stake of 50 shares — an estimated $1K sold.

Valley National Advisers first reported a position in XPEV in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 216 funds tracked by Wall St. Rank hold XPEV as of Q2 2025.

Valley National Advisers reported no remaining XPeng position as of Q2 2025 after selling out during the quarter.
Valley National Advisers sold 50 XPeng shares in Q2 2025, an estimated $1K.
Valley National Advisers first reported a position in XPeng in Q1 2021 and held it in 7 quarters.
Valley National Advisers's XPeng position peaked at $3K in Q4 2021.
216 funds tracked by Wall St. Rank held XPeng as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.