Concord Wealth Partners’s CBAK Energy Technology Ltd CBAT Stock Holding History

Concord Wealth Partners’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
2024 Q4	–	Sell	-2,800	Closed	-$3.5K	–	928
2024 Q3	$3.5K	Buy	+2,800	New	+$3.14K	﹤0.01%	686
2024 Q2	–	Sell	-2,800	Closed	-$2.91K	–	853
2024 Q1	$2.91K	Hold	2,800	–	–	﹤0.01%	714
2023 Q4	$2.94K	Hold	2,800	–	–	﹤0.01%	682
2023 Q3	$2.29K	Hold	2,800	–	–	﹤0.01%	854
2023 Q2	$3.42K	Hold	2,800	–	–	﹤0.01%	783
2023 Q1	$2.46K	Hold	2,800	–	–	﹤0.01%	782
2022 Q4	$2.77K	Buy	+2,800	New	+$3.24K	﹤0.01%	881
2022 Q3	–	Sell	-2,800	Closed	-$3K	–	302
2022 Q2	$3K	Hold	2,800	–	–	﹤0.01%	923
2022 Q1	$4K	Hold	2,800	–	–	﹤0.01%	944
2021 Q4	$4K	Buy	+2,800	New	+$5.78K	﹤0.01%	978
2021 Q2	–	Sell	-500	Closed	-$3K	–	1049
2021 Q1	$3K	Hold	500	–	–	﹤0.01%	748
2020 Q4	$3K	Buy	+500	New	+$2.44K	﹤0.01%	461

Other funds holding CBAT

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atticus Wealth Management Palm Beach Gardens, Florida $452M AUM 17.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Concord Wealth Partners's CBAT Position: Q4 2024 in Review

Concord Wealth Partners sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2024, closing a stake of 2,800 shares — an estimated $3.5K sold.

Concord Wealth Partners first reported a position in CBAT in Q4 2020 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 29 funds tracked by Wall St. Rank hold CBAT as of Q4 2024.

Concord Wealth Partners reported no remaining CBAK Energy Technology Ltd position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 2,800 CBAK Energy Technology Ltd shares in Q4 2024, an estimated $3.5K.
Concord Wealth Partners first reported a position in CBAK Energy Technology Ltd in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's CBAK Energy Technology Ltd position peaked at $4K in Q1 2022.
29 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.