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WR Wealth Planners’s Li Auto LI Stock Holding History

WR Wealth Planners’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
2022
Q4 		– Sell
-274
Closed -$6.3K – 525
2022
Q3 		$6.3K Hold
274
– – ﹤0.01% 299
2022
Q2 		$10.5K Hold
274
– – 0.01% 280
2022
Q1 		$7.07K Buy
+274
New +$7.56K ﹤0.01% 331

Other funds holding LI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

WR Wealth Planners's LI Position: Q4 2022 in Review

WR Wealth Planners sold out of Li Auto (LI) in Q4 2022, closing a stake of 274 shares — an estimated $6.3K sold.

WR Wealth Planners first reported a position in LI in Q1 2022 and held it in 3 quarters. The position peaked at $10.5K in Q2 2022. 226 funds tracked by Wall St. Rank hold LI as of Q4 2022.

  • WR Wealth Planners reported no remaining Li Auto position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 274 Li Auto shares in Q4 2022, an estimated $6.3K.
  • WR Wealth Planners first reported a position in Li Auto in Q1 2022 and held it in 3 quarters.
  • WR Wealth Planners's Li Auto position peaked at $10.5K in Q2 2022.
  • 226 funds tracked by Wall St. Rank held Li Auto as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.