JWM
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Janiczek Wealth Management’s Li Auto LI Stock Holding History

Janiczek 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
2024
Q2 		– Sell
-82
Closed -$2.48K – 1109
2024
Q1 		$2.48K Sell
82
-72
-47% -$2.38K ﹤0.01% 846
2023
Q4 		$5.76K Buy
154
+72
+88% +$2.6K ﹤0.01% 736
2023
Q3 		$2.92K Hold
82
– – ﹤0.01% 784
2023
Q2 		$2.88K Buy
+82
New +$2.31K ﹤0.01% 727
2022
Q4 		– Sell
-117
Closed -$2K – 1060
2022
Q3 		$2K Hold
117
– – ﹤0.01% 767
2022
Q2 		$4K Sell
117
-414
-78% -$11.1K ﹤0.01% 700
2022
Q1 		$14K Buy
531
+135
+34% +$3.72K ﹤0.01% 519
2021
Q4 		$13K Buy
+396
New +$12.2K ﹤0.01% 556

Other funds holding LI

XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 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
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Janiczek Wealth Management's LI Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Li Auto (LI) in Q2 2024, closing a stake of 82 shares — an estimated $2.48K sold.

Janiczek Wealth Management first reported a position in LI in Q4 2021 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 197 funds tracked by Wall St. Rank hold LI as of Q2 2024.

  • Janiczek Wealth Management reported no remaining Li Auto position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 82 Li Auto shares in Q2 2024, an estimated $2.48K.
  • Janiczek Wealth Management first reported a position in Li Auto in Q4 2021 and held it in 8 quarters.
  • Janiczek Wealth Management's Li Auto position peaked at $14K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Li Auto as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.