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

Atticus 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
2025
Q1 		– Sell
-47,650
Closed -$44.8K – 522
2024
Q4 		$44.8K Sell
47,650
-7,350
-13% -$7.34K 0.01% 254
2024
Q3 		$68.8K Hold
55,000
– – 0.02% 211
2024
Q2 		$75.3K Hold
55,000
– – 0.02% 190
2024
Q1 		$57.2K Hold
55,000
– – 0.02% 230
2023
Q4 		$57.8K Buy
+55,000
New +$48.2K 0.02% 233

Other funds holding CBAT

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Atticus Wealth Management's CBAT Position: Q1 2025 in Review

Atticus Wealth Management sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2025, closing a stake of 47,650 shares — an estimated $44.8K sold.

Atticus Wealth Management first reported a position in CBAT in Q4 2023 and held it in 5 quarters. The position peaked at $75.3K in Q2 2024. 24 funds tracked by Wall St. Rank hold CBAT as of Q1 2025.

  • Atticus Wealth Management reported no remaining CBAK Energy Technology Ltd position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 47,650 CBAK Energy Technology Ltd shares in Q1 2025, an estimated $44.8K.
  • Atticus Wealth Management first reported a position in CBAK Energy Technology Ltd in Q4 2023 and held it in 5 quarters.
  • Atticus Wealth Management's CBAK Energy Technology Ltd position peaked at $75.3K in Q2 2024.
  • 24 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.