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Reilly Financial Advisors’s Li Auto LI Stock Holding History

Reilly 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 		$6K Sell
188
-50
-21% -$1.54K ﹤0.01% 807
2021
Q3 		$6K Buy
238
+50
+27% +$1.5K ﹤0.01% 725
2021
Q2 		$7K Hold
188
– – ﹤0.01% 750
2021
Q1 		$5K Hold
188
– – ﹤0.01% 793
2020
Q4 		$5K Hold
188
– – ﹤0.01% 710
2020
Q3 		$3K Buy
+188
New +$3.14K ﹤0.01% 721

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

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

Reilly Financial Advisors reduced its Li Auto (LI) stake by 21% in Q4 2021, selling an estimated $1.54K and leaving 188 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Reilly Financial Advisors first reported a position in LI in Q3 2020 and has held it in 6 quarters since. The position peaked at $7K in Q2 2021. 277 funds tracked by Wall St. Rank hold LI as of Q4 2021.

  • Reilly Financial Advisors held 188 shares of Li Auto worth $6K as of Q4 2021.
  • Reilly Financial Advisors sold 50 Li Auto shares in Q4 2021, an estimated $1.54K.
  • Li Auto made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #807 holding.
  • Reilly Financial Advisors first reported a position in Li Auto in Q3 2020 and has held it in 6 quarters since.
  • Reilly Financial Advisors's Li Auto position peaked at $7K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Li Auto as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.