Global Wealth Management Investment Advisory’s Li Auto LI Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-1	Closed	-$37	–	307
2023 Q4	$37	Hold	1	–	–	﹤0.01%	468
2023 Q3	$35	Hold	1	–	–	﹤0.01%	472
2023 Q2	$35	Buy	+1	New	+$28	﹤0.01%	481
2022 Q3	–	Sell	-1	Closed	–	–	319
2022 Q2	$0	Hold	1	–	–	﹤0.01%	523
2022 Q1	$0	Hold	1	–	–	﹤0.01%	510
2021 Q4	$0	Hold	1	–	–	﹤0.01%	485
2021 Q3	$0	Buy	+1	New	+$30	﹤0.01%	480

Other funds holding LI

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Global Wealth Management Investment Advisory's LI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Li Auto (LI) in Q1 2024, closing a stake of 1 share — an estimated $37 sold.

Global Wealth Management Investment Advisory first reported a position in LI in Q3 2021 and held it in 7 quarters. The position peaked at $37 in Q4 2023. 250 funds tracked by Wall St. Rank hold LI as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Li Auto position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1 Li Auto share in Q1 2024, an estimated $37.
Global Wealth Management Investment Advisory first reported a position in Li Auto in Q3 2021 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Li Auto position peaked at $37 in Q4 2023.
250 funds tracked by Wall St. Rank held Li Auto as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.