Spire Wealth Management’s Li Auto LI Stock Holding History

Spire 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
2022 Q3	–	Sell	-1,500	Closed	-$57K	–	2425
2022 Q2	$57K	Hold	1,500	–	–	﹤0.01%	1241
2022 Q1	$39K	Hold	1,500	–	–	﹤0.01%	1543
2021 Q4	$48K	Hold	1,500	–	–	﹤0.01%	1756
2021 Q3	$39K	Hold	1,500	–	–	﹤0.01%	1579
2021 Q2	$52K	Sell	1,500 -2,000	-57%	-$46.8K	﹤0.01%	1461
2021 Q1	$85K	Buy	+3,500	New	+$101K	﹤0.01%	1465

Other funds holding LI

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

AMH

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

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

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

Spire Wealth Management's LI Position: Q3 2022 in Review

Spire Wealth Management sold out of Li Auto (LI) in Q3 2022, closing a stake of 1,500 shares — an estimated $57K sold.

Spire Wealth Management first reported a position in LI in Q1 2021 and held it in 6 quarters. The position peaked at $85K in Q1 2021. 258 funds tracked by Wall St. Rank hold LI as of Q3 2022.

Spire Wealth Management reported no remaining Li Auto position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,500 Li Auto shares in Q3 2022, an estimated $57K.
Spire Wealth Management first reported a position in Li Auto in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Li Auto position peaked at $85K in Q1 2021.
258 funds tracked by Wall St. Rank held Li Auto as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.