Willner & Heller’s XPeng XPEV Stock Holding History

Willner & Heller’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	-5,890	Closed	-$296K	–	141
2022 Q1	$296K	Hold	5,890	–	–	0.36%	100
2021 Q4	$209K	Buy	+5,890	New	+$266K	0.28%	135

Other funds holding XPEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Willner & Heller's XPEV Position: Q2 2022 in Review

Willner & Heller sold out of XPeng (XPEV) in Q2 2022, closing a stake of 5,890 shares — an estimated $296K sold.

Willner & Heller first reported a position in XPEV in Q4 2021 and held it in 2 quarters. The position peaked at $296K in Q1 2022. 304 funds tracked by Wall St. Rank hold XPEV as of Q2 2022.

Willner & Heller reported no remaining XPeng position as of Q2 2022 after selling out during the quarter.
Willner & Heller sold 5,890 XPeng shares in Q2 2022, an estimated $296K.
Willner & Heller first reported a position in XPeng in Q4 2021 and held it in 2 quarters.
Willner & Heller's XPeng position peaked at $296K in Q1 2022.
304 funds tracked by Wall St. Rank held XPeng as of Q2 2022.

Based on Willner & Heller's 13F filing for Q2 2022, filed 22 Jul 2022.