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Beaird Harris Wealth Management’s Li Auto LI Stock Holding History

Beaird Harris 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
Q1 		– Sell
-200
Closed -$4.08K – 620
2022
Q4 		$4.08K Hold
200
– – ﹤0.01% 459
2022
Q3 		$5K Hold
200
– – ﹤0.01% 343
2022
Q2 		$8K Hold
200
– – ﹤0.01% 264
2022
Q1 		$5K Hold
200
– – ﹤0.01% 425
2021
Q4 		$6K Buy
+200
New +$6.17K ﹤0.01% 454

Other funds holding LI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 8.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $31.2B AUM 40.61% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
ACM
Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

Beaird Harris Wealth Management's LI Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Li Auto (LI) in Q1 2023, closing a stake of 200 shares — an estimated $4.08K sold.

Beaird Harris Wealth Management first reported a position in LI in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q2 2022. 205 funds tracked by Wall St. Rank hold LI as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Li Auto position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 200 Li Auto shares in Q1 2023, an estimated $4.08K.
  • Beaird Harris Wealth Management first reported a position in Li Auto in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Li Auto position peaked at $8K in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Li Auto as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.