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Legacy Wealth Management (Idaho)’s Li Auto LI Stock Holding History

Legacy Wealth Management (Idaho)’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
-200
Closed -$4.47K – 792
2024
Q3 		$4.47K Buy
+200
New +$4.06K ﹤0.01% 398

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AMH
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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

Legacy Wealth Management (Idaho)'s LI Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Li Auto (LI) in Q4 2024, closing a stake of 200 shares — an estimated $4.47K sold.

Legacy Wealth Management (Idaho) first reported a position in LI in Q3 2024 and held it in 1 quarter. The position peaked at $4.47K in Q3 2024. 207 funds tracked by Wall St. Rank hold LI as of Q4 2024.

  • Legacy Wealth Management (Idaho) reported no remaining Li Auto position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 200 Li Auto shares in Q4 2024, an estimated $4.47K.
  • Legacy Wealth Management (Idaho) first reported a position in Li Auto in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Li Auto position peaked at $4.47K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Li Auto as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.