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Stratos Wealth Partners’s Li Auto LI Stock Holding History

Stratos Wealth Partners’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
-6,350
Closed -$238K – 1434
2023
Q4 		$238K Sell
6,350
-520
-8% -$18.8K ﹤0.01% 1195
2023
Q3 		$245K Buy
+6,870
New +$271K 0.01% 1096
2021
Q3 		– Sell
-26,707
Closed -$933K – 1229
2021
Q2 		$933K Buy
26,707
+610
+2% +$14.3K 0.02% 569
2021
Q1 		$652K Buy
26,097
+6,900
+36% +$199K 0.02% 624
2020
Q4 		$553K Buy
+19,197
New +$526K 0.02% 643

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

Stratos Wealth Partners's LI Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Li Auto (LI) in Q1 2024, closing a stake of 6,350 shares — an estimated $238K sold.

Stratos Wealth Partners first reported a position in LI in Q4 2020 and held it in 5 quarters. The position peaked at $933K in Q2 2021. 249 funds tracked by Wall St. Rank hold LI as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Li Auto position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,350 Li Auto shares in Q1 2024, an estimated $238K.
  • Stratos Wealth Partners first reported a position in Li Auto in Q4 2020 and held it in 5 quarters.
  • Stratos Wealth Partners's Li Auto position peaked at $933K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Li Auto as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.