IAA
LI icon

Independent Advisor Alliance’s Li Auto LI Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-33,297
Closed -$854K – 1362
2024
Q3 		$854K Buy
33,297
+27
+0.1% +$548 0.03% 355
2024
Q2 		$595K Sell
33,270
-46,300
-58% -$1.12M 0.02% 424
2024
Q1 		$2.41M Buy
+79,570
New +$2.63M 0.09% 191
2021
Q2 		– Sell
-16,675
Closed -$417K – 636
2021
Q1 		$417K Buy
+16,675
New +$482K 0.02% 408

Other funds holding LI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's LI Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Li Auto (LI) in Q4 2024, closing a stake of 33,297 shares — an estimated $854K sold.

Independent Advisor Alliance first reported a position in LI in Q1 2021 and held it in 4 quarters. The position peaked at $2.41M in Q1 2024. 207 funds tracked by Wall St. Rank hold LI as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Li Auto position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 33,297 Li Auto shares in Q4 2024, an estimated $854K.
  • Independent Advisor Alliance first reported a position in Li Auto in Q1 2021 and held it in 4 quarters.
  • Independent Advisor Alliance's Li Auto position peaked at $2.41M in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Li Auto as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.