Atria Wealth Solutions’s Li Auto LI Stock Holding History

Atria Wealth Solutions’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
2024 Q1	–	Sell	-9,850	Closed	-$369K	–	2022
2023 Q4	$369K	Buy	+9,850	New	+$355K	﹤0.01%	1359
2023 Q3	–	Sell	-5,850	Closed	-$205K	–	1928
2023 Q2	$205K	Buy	+5,850	New	+$165K	﹤0.01%	1683
2022 Q4	–	Sell	-11,850	Closed	-$273K	–	1846
2022 Q3	$273K	Buy	+11,850	New	+$369K	﹤0.01%	1359

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Atria Wealth Solutions's LI Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Li Auto (LI) in Q1 2024, closing a stake of 9,850 shares — an estimated $369K sold.

Atria Wealth Solutions first reported a position in LI in Q3 2022 and held it in 3 quarters. The position peaked at $369K in Q4 2023. 249 funds tracked by Wall St. Rank hold LI as of Q1 2024.

Atria Wealth Solutions reported no remaining Li Auto position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 9,850 Li Auto shares in Q1 2024, an estimated $369K.
Atria Wealth Solutions first reported a position in Li Auto in Q3 2022 and held it in 3 quarters.
Atria Wealth Solutions's Li Auto position peaked at $369K in Q4 2023.
249 funds tracked by Wall St. Rank held Li Auto as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.