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TRUE Private Wealth Advisors’s Li Auto LI Stock Holding History

TRUE Private Wealth Advisors’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
-210
Closed -$6K – 496
2020
Q4 		$6K Buy
210
+100
+91% +$2.74K ﹤0.01% 590
2020
Q3 		$1K Buy
+110
New +$1.84K ﹤0.01% 658

Other funds holding LI

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

TRUE Private Wealth Advisors's LI Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Li Auto (LI) in Q1 2021, closing a stake of 210 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in LI in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 199 funds tracked by Wall St. Rank hold LI as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Li Auto position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 210 Li Auto shares in Q1 2021, an estimated $6K.
  • TRUE Private Wealth Advisors first reported a position in Li Auto in Q3 2020 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Li Auto position peaked at $6K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held Li Auto as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.