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TrustCore Financial Services’s CBAK Energy Technology Ltd CBAT Stock Holding History

TrustCore Financial Services’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
Q2 		– Sell
-145
Closed -$1K – 1064
2021
Q1 		$1K Buy
+145
New +$944 ﹤0.01% 883

Other funds holding CBAT

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Mirae Asset Global Investments
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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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TrustCore Financial Services's CBAT Position: Q2 2021 in Review

TrustCore Financial Services sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2021, closing a stake of 145 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in CBAT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 33 funds tracked by Wall St. Rank hold CBAT as of Q2 2021.

  • TrustCore Financial Services reported no remaining CBAK Energy Technology Ltd position as of Q2 2021 after selling out during the quarter.
  • TrustCore Financial Services sold 145 CBAK Energy Technology Ltd shares in Q2 2021, an estimated $1K.
  • TrustCore Financial Services first reported a position in CBAK Energy Technology Ltd in Q1 2021 and held it in 1 quarter.
  • TrustCore Financial Services's CBAK Energy Technology Ltd position peaked at $1K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2021.

Based on TrustCore Financial Services's 13F filing for Q2 2021, filed 2 Aug 2021.