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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

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

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.