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Concourse Financial Group Securities’s CBAK Energy Technology Ltd CBAT Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,135
Closed -$7.39K – 2344
2020
Q4 		$6K Buy
+1,135
New +$5.54K ﹤0.01% 1835

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return

Concourse Financial Group Securities's CBAT Position: Q1 2021 in Review

Concourse Financial Group Securities sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2021, closing a stake of 1,135 shares — an estimated $7.39K sold.

Concourse Financial Group Securities first reported a position in CBAT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 37 funds tracked by Wall St. Rank hold CBAT as of Q1 2021.

  • Concourse Financial Group Securities reported no remaining CBAK Energy Technology Ltd position as of Q1 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,135 CBAK Energy Technology Ltd shares in Q1 2021, an estimated $7.39K.
  • Concourse Financial Group Securities first reported a position in CBAK Energy Technology Ltd in Q4 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's CBAK Energy Technology Ltd position peaked at $6K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2021.

Based on Concourse Financial Group Securities's 13F filing for Q1 2021, filed 13 May 2021.