U.S. Capital Wealth Advisors’s Li Auto LI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,000
Closed -$20.4K 1129
2022
Q4
$20.4K Buy
+1,000
New +$19K ﹤0.01% 1103

Other funds holding LI

U.S. Capital Wealth Advisors's LI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Li Auto (LI) in Q1 2023, closing a stake of 1,000 shares — an estimated $20.4K sold.

U.S. Capital Wealth Advisors first reported a position in LI in Q4 2022 and held it in 1 quarter. The position peaked at $20.4K in Q4 2022. 204 funds tracked by Wall St. Rank hold LI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Li Auto position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,000 Li Auto shares in Q1 2023, an estimated $20.4K.
  • U.S. Capital Wealth Advisors first reported a position in Li Auto in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Li Auto position peaked at $20.4K in Q4 2022.
  • 204 funds tracked by Wall St. Rank held Li Auto as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.