AWA
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Arkadios Wealth Advisors’s Li Auto LI Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-1,050
Closed -$27K – 1254
2021
Q3 		$27K Sell
1,050
-1,415
-57% -$42.6K ﹤0.01% 1103
2021
Q2 		$86K Hold
2,465
– – 0.01% 766
2021
Q1 		$61K Buy
+2,465
New +$71.3K 0.01% 640

Other funds holding LI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Arkadios Wealth Advisors's LI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Li Auto (LI) in Q4 2021, closing a stake of 1,050 shares — an estimated $27K sold.

Arkadios Wealth Advisors first reported a position in LI in Q1 2021 and held it in 3 quarters. The position peaked at $86K in Q2 2021. 276 funds tracked by Wall St. Rank hold LI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Li Auto position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,050 Li Auto shares in Q4 2021, an estimated $27K.
  • Arkadios Wealth Advisors first reported a position in Li Auto in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Li Auto position peaked at $86K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Li Auto as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.