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PFG Investments’s CBAK Energy Technology Ltd CBAT Stock Holding History

PFG Investments’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
-35,250
Closed -$44.1K – 1033
2024
Q3 		$44.1K Buy
+35,250
New +$39.5K ﹤0.01% 975

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

PFG Investments's CBAT Position: Q4 2024 in Review

PFG Investments sold out of CBAK Energy Technology Ltd (CBAT) in Q4 2024, closing a stake of 35,250 shares — an estimated $44.1K sold.

PFG Investments first reported a position in CBAT in Q3 2024 and held it in 1 quarter. The position peaked at $44.1K in Q3 2024. 29 funds tracked by Wall St. Rank hold CBAT as of Q4 2024.

  • PFG Investments reported no remaining CBAK Energy Technology Ltd position as of Q4 2024 after selling out during the quarter.
  • PFG Investments sold 35,250 CBAK Energy Technology Ltd shares in Q4 2024, an estimated $44.1K.
  • PFG Investments first reported a position in CBAK Energy Technology Ltd in Q3 2024 and held it in 1 quarter.
  • PFG Investments's CBAK Energy Technology Ltd position peaked at $44.1K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.