New Wave Wealth Advisors’s Li Auto LI Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-250	Closed	-$6K	–	429
2024 Q4	$6K	Buy	+250	New	+$6.2K	﹤0.01%	410

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

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

New Wave Wealth Advisors's LI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Li Auto (LI) in Q1 2025, closing a stake of 250 shares — an estimated $6K sold.

New Wave Wealth Advisors first reported a position in LI in Q4 2024 and held it in 1 quarter. The position peaked at $6K in Q4 2024. 214 funds tracked by Wall St. Rank hold LI as of Q1 2025.

New Wave Wealth Advisors reported no remaining Li Auto position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 250 Li Auto shares in Q1 2025, an estimated $6K.
New Wave Wealth Advisors first reported a position in Li Auto in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Li Auto position peaked at $6K in Q4 2024.
214 funds tracked by Wall St. Rank held Li Auto as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.