Kiely Wealth Advisory Group’s Li Auto LI Stock Holding History

Kiely Wealth Advisory Group’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	-53	Closed	-$24.2K	–	314
2024 Q3	$24.2K	Hold	53	–	–	0.02%	152
2024 Q2	$23.6K	Buy	+53	New	+$1.28K	0.01%	143
2024 Q1	–	Sell	-53	Closed	-$21.4K	–	287
2023 Q4	$21.4K	Buy	+53	New	+$1.91K	0.01%	135

Other funds holding LI

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

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 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 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 Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kiely Wealth Advisory Group's LI Position: Q4 2024 in Review

Kiely Wealth Advisory Group sold out of Li Auto (LI) in Q4 2024, closing a stake of 53 shares — an estimated $24.2K sold.

Kiely Wealth Advisory Group first reported a position in LI in Q4 2023 and held it in 3 quarters. The position peaked at $24.2K in Q3 2024. 207 funds tracked by Wall St. Rank hold LI as of Q4 2024.

Kiely Wealth Advisory Group reported no remaining Li Auto position as of Q4 2024 after selling out during the quarter.
Kiely Wealth Advisory Group sold 53 Li Auto shares in Q4 2024, an estimated $24.2K.
Kiely Wealth Advisory Group first reported a position in Li Auto in Q4 2023 and held it in 3 quarters.
Kiely Wealth Advisory Group's Li Auto position peaked at $24.2K in Q3 2024.
207 funds tracked by Wall St. Rank held Li Auto as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.