Wells Fargo’s CBAK Energy Technology Ltd CBAT Stock Holding History

Wells Fargo’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 Q2	–	Sell	-4,700	Closed	-$4.89K	–	6966
2024 Q1	$4.89K	Buy	+4,700	New	+$4.96K	﹤0.01%	5895
2021 Q2	–	Sell	-1,200	Closed	-$6K	–	6924
2021 Q1	$6K	Buy	+1,200	New	+$7.81K	﹤0.01%	6447
2015 Q2	–	Sell	-1,400	Closed	-$5K	–	6354
2015 Q1	$5K	Buy	+1,400	New	+$3.33K	﹤0.01%	5807
2014 Q3	–	Sell	-400	Closed	-$1K	–	6179
2014 Q2	$1K	Hold	400	–	–	﹤0.01%	5995
2014 Q1	$1K	Hold	400	–	–	﹤0.01%	5753
2013 Q4	$1K	Hold	400	–	–	﹤0.01%	5601
2013 Q3	$1K	Hold	400	–	–	﹤0.01%	5511
2013 Q2	$0	Buy	+400	New	+$393	﹤0.01%	5577

Other funds holding CBAT

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.7B AUM 31.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Wells Fargo's CBAT Position: Q2 2024 in Review

Wells Fargo sold out of CBAK Energy Technology Ltd (CBAT) in Q2 2024, closing a stake of 4,700 shares — an estimated $4.89K sold.

Wells Fargo first reported a position in CBAT in Q2 2013 and held it in 8 quarters. The position peaked at $6K in Q1 2021. 32 funds tracked by Wall St. Rank hold CBAT as of Q2 2024.

Wells Fargo reported no remaining CBAK Energy Technology Ltd position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 4,700 CBAK Energy Technology Ltd shares in Q2 2024, an estimated $4.89K.
Wells Fargo first reported a position in CBAK Energy Technology Ltd in Q2 2013 and held it in 8 quarters.
Wells Fargo's CBAK Energy Technology Ltd position peaked at $6K in Q1 2021.
32 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.