Activest Wealth Management’s Li Auto LI Stock Holding History

Activest Wealth Management’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,452	Closed	-$36.2K	–	367
2023 Q1	$36.2K	Sell	1,452 -1,500	-51%	-$35.4K	0.02%	98
2022 Q4	$60.2K	Hold	2,952	–	–	0.02%	170
2022 Q3	$68K	Buy	2,952 +1,500	+103%	+$46.7K	0.02%	164
2022 Q2	$56K	Hold	1,452	–	–	0.04%	91
2022 Q1	$37K	Hold	1,452	–	–	0.02%	121
2021 Q4	$47K	Hold	1,452	–	–	0.03%	109
2021 Q3	$38K	Sell	1,452 -1,000	-41%	-$30.1K	0.03%	122
2021 Q2	$86K	Buy	2,452 +1,000	+69%	+$23.4K	0.06%	79
2021 Q1	$36K	Buy	+1,452	New	+$42K	0.03%	118

Other funds holding LI

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Activest Wealth Management's LI Position: Q2 2023 in Review

Activest Wealth Management sold out of Li Auto (LI) in Q2 2023, closing a stake of 1,452 shares — an estimated $36.2K sold.

Activest Wealth Management first reported a position in LI in Q1 2021 and held it in 9 quarters. The position peaked at $86K in Q2 2021. 225 funds tracked by Wall St. Rank hold LI as of Q2 2023.

Activest Wealth Management reported no remaining Li Auto position as of Q2 2023 after selling out during the quarter.
Activest Wealth Management sold 1,452 Li Auto shares in Q2 2023, an estimated $36.2K.
Activest Wealth Management first reported a position in Li Auto in Q1 2021 and held it in 9 quarters.
Activest Wealth Management's Li Auto position peaked at $86K in Q2 2021.
225 funds tracked by Wall St. Rank held Li Auto as of Q2 2023.

Based on Activest Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.