Blue Bell Private Wealth Management’s Li Auto LI Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-150	Closed	-$6K	–	796
2022 Q2	$6K	Hold	150	–	–	﹤0.01%	474
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	593
2021 Q4	$5K	Buy	+150	New	+$4.63K	﹤0.01%	539

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

Blue Bell Private Wealth Management's LI Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Li Auto (LI) in Q3 2022, closing a stake of 150 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in LI in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 258 funds tracked by Wall St. Rank hold LI as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Li Auto position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 150 Li Auto shares in Q3 2022, an estimated $6K.
Blue Bell Private Wealth Management first reported a position in Li Auto in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Li Auto position peaked at $6K in Q2 2022.
258 funds tracked by Wall St. Rank held Li Auto as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.