Perigon Wealth Management’s Li Auto LI Stock Holding History

Perigon Wealth Management’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 Q3	–	Sell	-6,016	Closed	-$210K	–	547
2021 Q2	$210K	Buy	+6,016	New	+$141K	0.02%	488

Other funds holding LI

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

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

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

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

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

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

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Perigon Wealth Management's LI Position: Q3 2021 in Review

Perigon Wealth Management sold out of Li Auto (LI) in Q3 2021, closing a stake of 6,016 shares — an estimated $210K sold.

Perigon Wealth Management first reported a position in LI in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 237 funds tracked by Wall St. Rank hold LI as of Q3 2021.

Perigon Wealth Management reported no remaining Li Auto position as of Q3 2021 after selling out during the quarter.
Perigon Wealth Management sold 6,016 Li Auto shares in Q3 2021, an estimated $210K.
Perigon Wealth Management first reported a position in Li Auto in Q2 2021 and held it in 1 quarter.
Perigon Wealth Management's Li Auto position peaked at $210K in Q2 2021.
237 funds tracked by Wall St. Rank held Li Auto as of Q3 2021.

Based on Perigon Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.