Valeo Financial Advisors’s Li Auto LI Stock Holding History

Valeo Financial 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 Q2	–	Sell	-600	Closed	-$15K	–	1229
2021 Q1	$15K	Sell	600 -140	-19%	-$4.05K	﹤0.01%	1252
2020 Q4	$21K	Buy	+740	New	+$20.3K	﹤0.01%	1016

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Valeo Financial Advisors's LI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Li Auto (LI) in Q2 2021, closing a stake of 600 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in LI in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q4 2020. 237 funds tracked by Wall St. Rank hold LI as of Q2 2021.

Valeo Financial Advisors reported no remaining Li Auto position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 600 Li Auto shares in Q2 2021, an estimated $15K.
Valeo Financial Advisors first reported a position in Li Auto in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's Li Auto position peaked at $21K in Q4 2020.
237 funds tracked by Wall St. Rank held Li Auto as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.