Next Financial Group’s Li Auto LI Stock Holding History

Next Financial 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
2021 Q4	–	Sell	-39	Closed	-$1K	–	2919
2021 Q3	$1K	Buy	+39	New	+$1.17K	﹤0.01%	2641
2021 Q2	–	Sell	-500	Closed	-$13K	–	2662
2021 Q1	$13K	Hold	500	–	–	﹤0.01%	1802
2020 Q4	$14K	Sell	500 -500	-50%	-$13.7K	﹤0.01%	1667
2020 Q3	$17K	Buy	+1,000	New	+$16.7K	﹤0.01%	1471

Other funds holding LI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Next Financial Group's LI Position: Q4 2021 in Review

Next Financial Group sold out of Li Auto (LI) in Q4 2021, closing a stake of 39 shares — an estimated $1K sold.

Next Financial Group first reported a position in LI in Q3 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 276 funds tracked by Wall St. Rank hold LI as of Q4 2021.

Next Financial Group reported no remaining Li Auto position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 39 Li Auto shares in Q4 2021, an estimated $1K.
Next Financial Group first reported a position in Li Auto in Q3 2020 and held it in 4 quarters.
Next Financial Group's Li Auto position peaked at $17K in Q3 2020.
276 funds tracked by Wall St. Rank held Li Auto as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.