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AE Wealth Management’s CBAK Energy Technology Ltd CBAT Stock Holding History

AE Wealth Management’s Portfolio CBAT Stock Details CBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-53,863
Closed -$275K – 1595
2021
Q1 		$275K Buy
+53,863
New +$351K ﹤0.01% 1288

Other funds holding CBAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AE Wealth Management's CBAT Position: Q2 2021 in Review

AE Wealth Management sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2021, closing a stake of 53,863 shares — an estimated $275K sold.

AE Wealth Management first reported a position in CBAT in Q1 2021 and held it in 1 quarter. The position peaked at $275K in Q1 2021. 33 funds tracked by Wall St. Rank hold CBAT as of Q2 2021.

  • AE Wealth Management reported no remaining CBAK Energy Technology Ltd position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 53,863 CBAK Energy Technology Ltd shares in Q2 2021, an estimated $275K.
  • AE Wealth Management first reported a position in CBAK Energy Technology Ltd in Q1 2021 and held it in 1 quarter.
  • AE Wealth Management's CBAK Energy Technology Ltd position peaked at $275K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.