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Spire Wealth Management’s CBAK Energy Technology Ltd CBAT Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-44,000
Closed -$47K – 2227
2022
Q2 		$47K Buy
+44,000
New +$50.9K ﹤0.01% 1309

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GCP
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State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $989M AUM 27.02% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

Spire Wealth Management's CBAT Position: Q3 2022 in Review

Spire Wealth Management sold out of CBAK Energy Technology Ltd (CBAT) in Q3 2022, closing a stake of 44,000 shares — an estimated $47K sold.

Spire Wealth Management first reported a position in CBAT in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 23 funds tracked by Wall St. Rank hold CBAT as of Q3 2022.

  • Spire Wealth Management reported no remaining CBAK Energy Technology Ltd position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 44,000 CBAK Energy Technology Ltd shares in Q3 2022, an estimated $47K.
  • Spire Wealth Management first reported a position in CBAK Energy Technology Ltd in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's CBAK Energy Technology Ltd position peaked at $47K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.