First Trust Advisors
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First Trust Advisors’s CBAK Energy Technology Ltd CBAT Stock Holding History

First Trust Advisors’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
Q1 		– Sell
-758,315
Closed -$1.18M – 2527
2021
Q4 		$1.18M Buy
758,315
+74,723
+11% +$154K ﹤0.01% 1999
2021
Q3 		$1.59M Sell
683,592
-100,984
-13% -$336K ﹤0.01% 1851
2021
Q2 		$3.69M Sell
784,576
-36,298
-4% -$162K ﹤0.01% 1538
2021
Q1 		$4.19M Buy
+820,874
New +$5.34M 0.01% 1349

Other funds holding CBAT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's CBAT Position: Q1 2022 in Review

First Trust Advisors sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2022, closing a stake of 758,315 shares — an estimated $1.18M sold.

First Trust Advisors first reported a position in CBAT in Q1 2021 and held it in 4 quarters. The position peaked at $4.19M in Q1 2021. 39 funds tracked by Wall St. Rank hold CBAT as of Q1 2022.

  • First Trust Advisors reported no remaining CBAK Energy Technology Ltd position as of Q1 2022 after selling out during the quarter.
  • First Trust Advisors sold 758,315 CBAK Energy Technology Ltd shares in Q1 2022, an estimated $1.18M.
  • First Trust Advisors first reported a position in CBAK Energy Technology Ltd in Q1 2021 and held it in 4 quarters.
  • First Trust Advisors's CBAK Energy Technology Ltd position peaked at $4.19M in Q1 2021.
  • 39 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2022.

Based on First Trust Advisors's 13F filing for Q1 2022, filed 13 May 2022.