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Axim Planning & Wealth’s Li Auto LI Stock Holding History

Axim Planning & Wealth’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
Q1 		– Sell
-93,900
Closed -$1.92M – 26
2022
Q4 		$1.92M Buy
+93,900
New +$1.79M 1.97% 6

Other funds holding LI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
ACM
Ariose Capital Management Central, Hong Kong, Hong Kong $149M AUM 287.58% 1-Year Est. Return

Axim Planning & Wealth's LI Position: Q1 2023 in Review

Axim Planning & Wealth sold out of Li Auto (LI) in Q1 2023, closing a stake of 93,900 shares — an estimated $1.92M sold.

Axim Planning & Wealth first reported a position in LI in Q4 2022 and held it in 1 quarter. The position peaked at $1.92M in Q4 2022. 204 funds tracked by Wall St. Rank hold LI as of Q1 2023.

  • Axim Planning & Wealth reported no remaining Li Auto position as of Q1 2023 after selling out during the quarter.
  • Axim Planning & Wealth sold 93,900 Li Auto shares in Q1 2023, an estimated $1.92M.
  • Axim Planning & Wealth first reported a position in Li Auto in Q4 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's Li Auto position peaked at $1.92M in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Li Auto as of Q1 2023.

Based on Axim Planning & Wealth's 13F filing for Q1 2023, filed 27 Apr 2023.