Milestone Wealth’s Li Auto LI Stock Holding History

Milestone Wealth’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
2022 Q3	$67K	Hold	2,922	–	–	0.07%	93
2022 Q2	$112K	Buy	+2,922	New	+$78.1K	0.12%	76

Other funds holding LI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 8.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Milestone Wealth's LI Position: Q3 2022 in Review

Milestone Wealth held its Li Auto (LI) position steady in Q3 2022 at 2,922 shares worth $67K. The position accounts for 0.07% of the portfolio, ranked #93.

Milestone Wealth first reported a position in LI in Q2 2022 and has held it in 2 quarters since. The position peaked at $112K in Q2 2022. 259 funds tracked by Wall St. Rank hold LI as of Q3 2022.

Milestone Wealth held 2,922 shares of Li Auto worth $67K as of Q3 2022.
Milestone Wealth left its Li Auto share count unchanged in Q3 2022.
Li Auto made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #93 holding.
Milestone Wealth first reported a position in Li Auto in Q2 2022 and has held it in 2 quarters since.
Milestone Wealth's Li Auto position peaked at $112K in Q2 2022.
259 funds tracked by Wall St. Rank held Li Auto as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.