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Raymond James Financial Services Advisors’s CBAK Energy Technology Ltd CBAT Stock Holding History

Raymond James Financial Services 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
2024
Q3 		– Sell
-12,475
Closed -$17.1K – 3457
2024
Q2 		$17.1K Buy
+12,475
New +$15.7K ﹤0.01% 3354

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 $3.37T AUM 44.26% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial Services Advisors's CBAT Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of CBAK Energy Technology Ltd (CBAT) in Q3 2024, closing a stake of 12,475 shares — an estimated $17.1K sold.

Raymond James Financial Services Advisors first reported a position in CBAT in Q2 2024 and held it in 1 quarter. The position peaked at $17.1K in Q2 2024. 32 funds tracked by Wall St. Rank hold CBAT as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining CBAK Energy Technology Ltd position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 12,475 CBAK Energy Technology Ltd shares in Q3 2024, an estimated $17.1K.
  • Raymond James Financial Services Advisors first reported a position in CBAK Energy Technology Ltd in Q2 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's CBAK Energy Technology Ltd position peaked at $17.1K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.