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Private Wealth Advisors (California)’s CBAK Energy Technology Ltd CBAT Stock Holding History

Private Wealth Advisors (California)’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
2021
Q1 		– Sell
-19,716
Closed -$135K – 93
2020
Q4 		$135K Buy
+19,716
New +$96.2K 0.05% 75

Other funds holding CBAT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 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

Private Wealth Advisors (California)'s CBAT Position: Q1 2021 in Review

Private Wealth Advisors (California) sold out of CBAK Energy Technology Ltd (CBAT) in Q1 2021, closing a stake of 19,716 shares — an estimated $135K sold.

Private Wealth Advisors (California) first reported a position in CBAT in Q4 2020 and held it in 1 quarter. The position peaked at $135K in Q4 2020. 37 funds tracked by Wall St. Rank hold CBAT as of Q1 2021.

  • Private Wealth Advisors (California) reported no remaining CBAK Energy Technology Ltd position as of Q1 2021 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 19,716 CBAK Energy Technology Ltd shares in Q1 2021, an estimated $135K.
  • Private Wealth Advisors (California) first reported a position in CBAK Energy Technology Ltd in Q4 2020 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s CBAK Energy Technology Ltd position peaked at $135K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2021, filed 17 May 2021.