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Evoke Wealth’s CBAK Energy Technology Ltd CBAT Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-33
Closed – – 485
2022
Q3 		$0 Hold
33
– – ﹤0.01% 1183
2022
Q2 		$0 Buy
+33
New +$38 ﹤0.01% 1183

Other funds holding CBAT

GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $989M AUM 27.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

Evoke Wealth's CBAT Position: Q4 2022 in Review

Evoke Wealth sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2022, closing a stake of 33 shares.

Evoke Wealth first reported a position in CBAT in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 27 funds tracked by Wall St. Rank hold CBAT as of Q4 2022.

  • Evoke Wealth reported no remaining CBAK Energy Technology Ltd position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 33 CBAK Energy Technology Ltd shares in Q4 2022.
  • Evoke Wealth first reported a position in CBAK Energy Technology Ltd in Q2 2022 and held it in 2 quarters.
  • Evoke Wealth's CBAK Energy Technology Ltd position peaked at $0 in Q3 2022.
  • 27 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.