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Lumature Wealth Partners’s CBAK Energy Technology Ltd CBAT Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$73 Hold
60
– – ﹤0.01% 379
2023
Q1 		$53 Buy
+60
New +$62 ﹤0.01% 389

Other funds holding CBAT

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BCM
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EST
EA Series Trust Havertown, Pennsylvania $2.84B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lumature Wealth Partners's CBAT Position: Q2 2023 in Review

Lumature Wealth Partners held its CBAK Energy Technology Ltd (CBAT) position steady in Q2 2023 at 60 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Lumature Wealth Partners first reported a position in CBAT in Q1 2023 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CBAT as of Q2 2023.

  • Lumature Wealth Partners held 60 shares of CBAK Energy Technology Ltd worth $73 as of Q2 2023.
  • Lumature Wealth Partners left its CBAK Energy Technology Ltd share count unchanged in Q2 2023.
  • CBAK Energy Technology Ltd made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #379 holding.
  • Lumature Wealth Partners first reported a position in CBAK Energy Technology Ltd in Q1 2023 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.