Atlantic Edge Private Wealth Management’s Li Auto LI Stock Holding History

Atlantic Edge Private 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
2025 Q1	–	Sell	-85	Closed	-$2.04K	–	508
2024 Q4	$2.04K	Hold	85	–	–	﹤0.01%	441
2024 Q3	$2.18K	Hold	85	–	–	﹤0.01%	443
2024 Q2	$1.52K	Hold	85	–	–	﹤0.01%	434
2024 Q1	$2.57K	Buy	+85	New	+$2.81K	﹤0.01%	424

Other funds holding LI

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

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

XXIP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BAM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Atlantic Edge Private Wealth Management's LI Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Li Auto (LI) in Q1 2025, closing a stake of 85 shares — an estimated $2.04K sold.

Atlantic Edge Private Wealth Management first reported a position in LI in Q1 2024 and held it in 4 quarters. The position peaked at $2.57K in Q1 2024. 214 funds tracked by Wall St. Rank hold LI as of Q1 2025.

Atlantic Edge Private Wealth Management reported no remaining Li Auto position as of Q1 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 85 Li Auto shares in Q1 2025, an estimated $2.04K.
Atlantic Edge Private Wealth Management first reported a position in Li Auto in Q1 2024 and held it in 4 quarters.
Atlantic Edge Private Wealth Management's Li Auto position peaked at $2.57K in Q1 2024.
214 funds tracked by Wall St. Rank held Li Auto as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.