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Paradigm Financial Advisors’s Li Auto LI Stock Holding History

Paradigm Financial 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
2021
Q4 		$601K Buy
18,729
+130
+0.7% +$4.01K 0.13% 106
2021
Q3 		$489K Buy
18,599
+2,800
+18% +$84.2K 0.11% 117
2021
Q2 		$552K Buy
15,799
+1,108
+8% +$26K 0.12% 110
2021
Q1 		$367K Buy
+14,691
New +$425K 0.09% 138

Other funds holding LI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Tiger Global Management
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

Paradigm Financial Advisors's LI Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Li Auto (LI) stake by 0.7% in Q4 2021, buying an estimated $4.01K and bringing the position to 18,729 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #106.

Paradigm Financial Advisors first reported a position in LI in Q1 2021 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold LI as of Q4 2021.

  • Paradigm Financial Advisors held 18,729 shares of Li Auto worth $601K as of Q4 2021.
  • Paradigm Financial Advisors bought 130 Li Auto shares in Q4 2021, an estimated $4.01K.
  • Li Auto made up 0.13% of Paradigm Financial Advisors's portfolio in Q4 2021, its #106 holding.
  • Paradigm Financial Advisors first reported a position in Li Auto in Q1 2021 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Li Auto as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.