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Mount Yale Investment Advisors’s Li Auto LI Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-1,000
Closed -$27.1K – 1193
2025
Q2 		$27.1K Buy
+1,000
New +$26.4K ﹤0.01% 977

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XXIP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Mount Yale Investment Advisors's LI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Li Auto (LI) in Q3 2025, closing a stake of 1,000 shares — an estimated $27.1K sold.

Mount Yale Investment Advisors first reported a position in LI in Q2 2025 and held it in 1 quarter. The position peaked at $27.1K in Q2 2025. 179 funds tracked by Wall St. Rank hold LI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Li Auto position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,000 Li Auto shares in Q3 2025, an estimated $27.1K.
  • Mount Yale Investment Advisors first reported a position in Li Auto in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Li Auto position peaked at $27.1K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held Li Auto as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.