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Plante Moran Financial Advisors’s Li Auto LI Stock Holding History

Plante Moran 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
Q3 		– Sell
-300
Closed -$10K – 980
2021
Q2 		$10K Buy
+300
New +$7.03K ﹤0.01% 678

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Plante Moran Financial Advisors's LI Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of Li Auto (LI) in Q3 2021, closing a stake of 300 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in LI in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 237 funds tracked by Wall St. Rank hold LI as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining Li Auto position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 Li Auto shares in Q3 2021, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in Li Auto in Q2 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Li Auto position peaked at $10K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held Li Auto as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.