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Belpointe Asset Management’s CBAK Energy Technology Ltd CBAT Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-200
Closed -$176 – 1004
2023
Q1 		$176 Hold
200
– – ﹤0.01% 3686
2022
Q4 		$198 Buy
+200
New +$232 ﹤0.01% 3634
2018
Q1 		– Sell
-16,500
Closed -$24K – 368
2017
Q4 		$24K Buy
+16,500
New +$28.3K 0.01% 456

Other funds holding CBAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $989M AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Belpointe Asset Management's CBAT Position: Q2 2023 in Review

Belpointe Asset Management sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2023, closing a stake of 200 shares — an estimated $176 sold.

Belpointe Asset Management first reported a position in CBAT in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 23 funds tracked by Wall St. Rank hold CBAT as of Q2 2023.

  • Belpointe Asset Management reported no remaining CBAK Energy Technology Ltd position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 200 CBAK Energy Technology Ltd shares in Q2 2023, an estimated $176.
  • Belpointe Asset Management first reported a position in CBAK Energy Technology Ltd in Q4 2017 and held it in 3 quarters.
  • Belpointe Asset Management's CBAK Energy Technology Ltd position peaked at $24K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.