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Ritholtz Wealth Management’s Li Auto LI Stock Holding History

Ritholtz 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
2024
Q1 		– Sell
-8,675
Closed -$325K – 812
2023
Q4 		$325K Buy
8,675
+1,842
+27% +$66.5K 0.01% 584
2023
Q3 		$244K Buy
+6,833
New +$270K 0.01% 596

Other funds holding LI

XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ritholtz Wealth Management's LI Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of Li Auto (LI) in Q1 2024, closing a stake of 8,675 shares — an estimated $325K sold.

Ritholtz Wealth Management first reported a position in LI in Q3 2023 and held it in 2 quarters. The position peaked at $325K in Q4 2023. 249 funds tracked by Wall St. Rank hold LI as of Q1 2024.

  • Ritholtz Wealth Management reported no remaining Li Auto position as of Q1 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 8,675 Li Auto shares in Q1 2024, an estimated $325K.
  • Ritholtz Wealth Management first reported a position in Li Auto in Q3 2023 and held it in 2 quarters.
  • Ritholtz Wealth Management's Li Auto position peaked at $325K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Li Auto as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.