B. Riley Wealth Advisors’s Li Auto LI Stock Holding History

B. Riley 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
2022 Q3	–	Sell	-8,184	Closed	-$314K	–	1492
2022 Q2	$314K	Buy	+8,184	New	+$219K	0.01%	855
2021 Q2	–	Sell	-9,688	Closed	-$243K	–	1416
2021 Q1	$243K	Sell	9,688 -2,727	-22%	-$78.8K	0.01%	1103
2020 Q4	$358K	Buy	+12,415	New	+$340K	0.02%	665

Other funds holding LI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMH

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

BAM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

B. Riley Wealth Advisors's LI Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Li Auto (LI) in Q3 2022, closing a stake of 8,184 shares — an estimated $314K sold.

B. Riley Wealth Advisors first reported a position in LI in Q4 2020 and held it in 3 quarters. The position peaked at $358K in Q4 2020. 258 funds tracked by Wall St. Rank hold LI as of Q3 2022.

B. Riley Wealth Advisors reported no remaining Li Auto position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,184 Li Auto shares in Q3 2022, an estimated $314K.
B. Riley Wealth Advisors first reported a position in Li Auto in Q4 2020 and held it in 3 quarters.
B. Riley Wealth Advisors's Li Auto position peaked at $358K in Q4 2020.
258 funds tracked by Wall St. Rank held Li Auto as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.