Carolinas Wealth Consulting’s Li Auto LI Stock Holding History

Carolinas Wealth Consulting’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	-4,500	Closed	-$91.8K	–	1096
2022 Q4	$91.8K	Hold	4,500	–	–	0.02%	275
2022 Q3	$104K	Hold	4,500	–	–	0.03%	239
2022 Q2	$172K	Hold	4,500	–	–	0.04%	174
2022 Q1	$116K	Hold	4,500	–	–	0.03%	237
2021 Q4	$144K	Hold	4,500	–	–	0.03%	219
2021 Q3	$118K	Hold	4,500	–	–	0.03%	223
2021 Q2	$157K	Buy	4,500 +2,000	+80%	+$46.8K	0.03%	199
2021 Q1	$63K	Buy	+2,500	New	+$72.3K	0.02%	329

Other funds holding LI

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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's LI Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Li Auto (LI) in Q1 2023, closing a stake of 4,500 shares — an estimated $91.8K sold.

Carolinas Wealth Consulting first reported a position in LI in Q1 2021 and held it in 8 quarters. The position peaked at $172K in Q2 2022. 204 funds tracked by Wall St. Rank hold LI as of Q1 2023.

Carolinas Wealth Consulting reported no remaining Li Auto position as of Q1 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,500 Li Auto shares in Q1 2023, an estimated $91.8K.
Carolinas Wealth Consulting first reported a position in Li Auto in Q1 2021 and held it in 8 quarters.
Carolinas Wealth Consulting's Li Auto position peaked at $172K in Q2 2022.
204 funds tracked by Wall St. Rank held Li Auto as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.