Capstone Investment Advisors
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Capstone Investment Advisors’s CBAK Energy Technology Ltd CBAT Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-19,595
Closed -$46K – 1864
2021
Q3 		$46K Buy
+19,595
New +$65.2K ﹤0.01% 1854
2021
Q2 		– Sell
-13,310
Closed -$68K – 1727
2021
Q1 		$68K Buy
+13,310
New +$86.7K ﹤0.01% 1584

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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's CBAT Position: Q4 2021 in Review

Capstone Investment Advisors sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2021, closing a stake of 19,595 shares — an estimated $46K sold.

Capstone Investment Advisors first reported a position in CBAT in Q1 2021 and held it in 2 quarters. The position peaked at $68K in Q1 2021. 36 funds tracked by Wall St. Rank hold CBAT as of Q4 2021.

  • Capstone Investment Advisors reported no remaining CBAK Energy Technology Ltd position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 19,595 CBAK Energy Technology Ltd shares in Q4 2021, an estimated $46K.
  • Capstone Investment Advisors first reported a position in CBAK Energy Technology Ltd in Q1 2021 and held it in 2 quarters.
  • Capstone Investment Advisors's CBAK Energy Technology Ltd position peaked at $68K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.