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Safeguard Investment Advisory Group’s Li Auto LI Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-686
Closed -$19K – 430
2020
Q4 		$19K Buy
+686
New +$18.8K 0.02% 318

Other funds holding LI

Vanguard Group
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Safeguard Investment Advisory Group's LI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Li Auto (LI) in Q1 2021, closing a stake of 686 shares — an estimated $19K sold.

Safeguard Investment Advisory Group first reported a position in LI in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 199 funds tracked by Wall St. Rank hold LI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Li Auto position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 686 Li Auto shares in Q1 2021, an estimated $19K.
  • Safeguard Investment Advisory Group first reported a position in Li Auto in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Li Auto position peaked at $19K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Li Auto as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.