Invesco
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Invesco’s CBAK Energy Technology Ltd CBAT Stock Holding History

Invesco’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
-73,689
Closed -$92.1K – 3764
2024
Q3 		$92.1K Buy
+73,689
New +$82.7K ﹤0.01% 3630
2023
Q4 		– Sell
-84,054
Closed -$68.8K – 3834
2023
Q3 		$68.8K Buy
+84,054
New +$85.7K ﹤0.01% 3771
2023
Q1 		– Sell
-110,422
Closed -$109K – 3881
2022
Q4 		$109K Sell
110,422
-13,054
-11% -$15.1K ﹤0.01% 3806
2022
Q3 		$142K Buy
+123,476
New +$158K ﹤0.01% 3766
2022
Q2 		– Sell
-108,825
Closed -$139K – 4052
2022
Q1 		$139K Buy
108,825
+40,420
+59% +$50.3K ﹤0.01% 3832
2021
Q4 		$107K Buy
68,405
+6,466
+10% +$13.3K ﹤0.01% 3894
2021
Q3 		$144K Buy
61,939
+11,020
+22% +$36.6K ﹤0.01% 3875
2021
Q2 		$240K Sell
50,919
-24,632
-33% -$110K ﹤0.01% 3720
2021
Q1 		$385K Buy
75,551
+18,105
+32% +$118K ﹤0.01% 3448
2020
Q4 		$291K Buy
+57,446
New +$280K ﹤0.01% 3429

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

Invesco's CBAT Position: Q4 2024 in Review

Invesco sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2024, closing a stake of 73,689 shares — an estimated $92.1K sold.

Invesco first reported a position in CBAT in Q4 2020 and held it in 10 quarters. The position peaked at $385K in Q1 2021. 29 funds tracked by Wall St. Rank hold CBAT as of Q4 2024.

  • Invesco reported no remaining CBAK Energy Technology Ltd position as of Q4 2024 after selling out during the quarter.
  • Invesco sold 73,689 CBAK Energy Technology Ltd shares in Q4 2024, an estimated $92.1K.
  • Invesco first reported a position in CBAK Energy Technology Ltd in Q4 2020 and held it in 10 quarters.
  • Invesco's CBAK Energy Technology Ltd position peaked at $385K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2024.

Based on Invesco's 13F filing for Q4 2024, filed 13 Feb 2025.