BWM
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Baystate Wealth Management’s Li Auto LI Stock Holding History

Baystate 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
2023
Q4 		$786 Hold
21
– – ﹤0.01% 1171
2023
Q3 		$749 Hold
21
– – ﹤0.01% 910
2023
Q2 		$737 Hold
21
– – ﹤0.01% 955
2023
Q1 		$524 Buy
+21
New +$496 ﹤0.01% 972

Other funds holding LI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's LI Position: Q4 2023 in Review

Baystate Wealth Management held its Li Auto (LI) position steady in Q4 2023 at 21 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Baystate Wealth Management first reported a position in LI in Q1 2023 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold LI as of Q4 2023.

  • Baystate Wealth Management held 21 shares of Li Auto worth $786 as of Q4 2023.
  • Baystate Wealth Management left its Li Auto share count unchanged in Q4 2023.
  • Li Auto made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1171 holding.
  • Baystate Wealth Management first reported a position in Li Auto in Q1 2023 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Li Auto as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.