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Golden State Wealth Management’s Li Auto LI Stock Holding History

Golden State 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
2025
Q1 		– Sell
-100
Closed -$2.4K – 1619
2024
Q4 		$2.4K Buy
+100
New +$2.48K ﹤0.01% 1231

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BAM
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Marshall Wace
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Golden State Wealth Management's LI Position: Q1 2025 in Review

Golden State Wealth Management sold out of Li Auto (LI) in Q1 2025, closing a stake of 100 shares — an estimated $2.4K sold.

Golden State Wealth Management first reported a position in LI in Q4 2024 and held it in 1 quarter. The position peaked at $2.4K in Q4 2024. 214 funds tracked by Wall St. Rank hold LI as of Q1 2025.

  • Golden State Wealth Management reported no remaining Li Auto position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 100 Li Auto shares in Q1 2025, an estimated $2.4K.
  • Golden State Wealth Management first reported a position in Li Auto in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Li Auto position peaked at $2.4K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Li Auto as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.