Focused Wealth Management’s Li Auto LI Stock Holding History

Focused 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 Q2	–	Sell	-72	Closed	-$2K	–	1003
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	792
2021 Q4	$2K	Hold	72	–	–	﹤0.01%	811
2021 Q3	$2K	Hold	72	–	–	﹤0.01%	815
2021 Q2	$3K	Hold	72	–	–	﹤0.01%	788
2021 Q1	$2K	Hold	72	–	–	﹤0.01%	810
2020 Q4	$2K	Buy	+72	New	+$1.97K	﹤0.01%	740

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Focused Wealth Management's LI Position: Q2 2022 in Review

Focused Wealth Management sold out of Li Auto (LI) in Q2 2022, closing a stake of 72 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in LI in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 294 funds tracked by Wall St. Rank hold LI as of Q2 2022.

Focused Wealth Management reported no remaining Li Auto position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 72 Li Auto shares in Q2 2022, an estimated $2K.
Focused Wealth Management first reported a position in Li Auto in Q4 2020 and held it in 6 quarters.
Focused Wealth Management's Li Auto position peaked at $3K in Q2 2021.
294 funds tracked by Wall St. Rank held Li Auto as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.