SFP
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Sterling Financial Planning’s Li Auto LI Stock Holding History

Sterling Financial Planning’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 		– Sell
-153
Closed -$4K – 263
2021
Q3 		$4K Hold
153
– – ﹤0.01% 384
2021
Q2 		$5K Hold
153
– – ﹤0.01% 343
2021
Q1 		$4K Hold
153
– – ﹤0.01% 338
2020
Q4 		$4K Buy
+153
New +$4.2K ﹤0.01% 319

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

Sterling Financial Planning's LI Position: Q4 2021 in Review

Sterling Financial Planning sold out of Li Auto (LI) in Q4 2021, closing a stake of 153 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in LI in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 276 funds tracked by Wall St. Rank hold LI as of Q4 2021.

  • Sterling Financial Planning reported no remaining Li Auto position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 153 Li Auto shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Li Auto in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Li Auto position peaked at $5K in Q2 2021.
  • 276 funds tracked by Wall St. Rank held Li Auto as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.