Creative Planning’s CBAK Energy Technology Ltd CBAT Stock Holding History

Creative Planning’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	-10,000	Closed	-$12.5K	–	3604
2024 Q3	$12.5K	Buy	+10,000	New	+$11.2K	﹤0.01%	3164
2021 Q1	–	Sell	-96,363	Closed	-$488K	–	2621
2020 Q4	$488K	Buy	+96,363	New	+$470K	﹤0.01%	1329
2017 Q3	–	Sell	-900	Closed	-$1K	–	2159
2017 Q2	$1K	Hold	900	–	–	﹤0.01%	4409
2017 Q1	$1K	Hold	900	–	–	﹤0.01%	4412
2016 Q4	$1K	Sell	900 -100	-10%	-$171	﹤0.01%	4399
2016 Q3	$2K	Hold	1,000	–	–	﹤0.01%	4206
2016 Q2	$3K	Hold	1,000	–	–	﹤0.01%	3858
2016 Q1	$2K	Hold	1,000	–	–	﹤0.01%	3926
2015 Q4	$3K	Hold	1,000	–	–	﹤0.01%	3889
2015 Q3	$2K	Buy	+1,000	New	+$2.45K	﹤0.01%	3919
2015 Q2	–	Sell	-1,000	Closed	-$4K	–	1380
2015 Q1	$4K	Hold	1,000	–	–	﹤0.01%	3615
2014 Q4	$2K	Hold	1,000	–	–	﹤0.01%	3796
2014 Q3	$3K	Hold	1,000	–	–	﹤0.01%	3499
2014 Q2	$2K	Hold	1,000	–	–	﹤0.01%	3495
2014 Q1	$3K	Buy	+1,000	New	+$2.63K	﹤0.01%	3245

Other funds holding CBAT

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Creative Planning's CBAT Position: Q4 2024 in Review

Creative Planning sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2024, closing a stake of 10,000 shares — an estimated $12.5K sold.

Creative Planning first reported a position in CBAT in Q1 2014 and held it in 15 quarters. The position peaked at $488K in Q4 2020. 29 funds tracked by Wall St. Rank hold CBAT as of Q4 2024.

Creative Planning reported no remaining CBAK Energy Technology Ltd position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 10,000 CBAK Energy Technology Ltd shares in Q4 2024, an estimated $12.5K.
Creative Planning first reported a position in CBAK Energy Technology Ltd in Q1 2014 and held it in 15 quarters.
Creative Planning's CBAK Energy Technology Ltd position peaked at $488K in Q4 2020.
29 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.