AWM
CSIQ icon

Accel Wealth Management’s Canadian Solar CSIQ Stock Holding History

Accel Wealth Management’s Portfolio CSIQ Stock Details CSIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,150
Closed -$45.8K – 312
2023
Q1 		$45.8K Sell
1,150
-125
-10% -$4.96K 0.02% 504
2022
Q4 		$39.4K Hold
1,275
– – 0.02% 397
2022
Q3 		$49K Hold
1,275
– – 0.03% 367
2022
Q2 		$37K Sell
1,275
-465
-27% -$14.3K 0.02% 406
2022
Q1 		$62K Sell
1,740
-200
-10% -$6.04K 0.03% 328
2021
Q4 		$61K Hold
1,940
– – 0.03% 344
2021
Q3 		$67K Buy
1,940
+100
+5% +$3.8K 0.04% 279
2021
Q2 		$83K Buy
1,840
+100
+6% +$4.09K 0.06% 259
2021
Q1 		$86K Buy
1,740
+540
+45% +$27.9K 0.07% 237
2020
Q4 		$61K Buy
+1,200
New +$49.2K 0.06% 263

Other funds holding CSIQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return

Accel Wealth Management's CSIQ Position: Q2 2023 in Review

Accel Wealth Management sold out of Canadian Solar (CSIQ) in Q2 2023, closing a stake of 1,150 shares — an estimated $45.8K sold.

Accel Wealth Management first reported a position in CSIQ in Q4 2020 and held it in 10 quarters. The position peaked at $86K in Q1 2021. 199 funds tracked by Wall St. Rank hold CSIQ as of Q2 2023.

  • Accel Wealth Management reported no remaining Canadian Solar position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,150 Canadian Solar shares in Q2 2023, an estimated $45.8K.
  • Accel Wealth Management first reported a position in Canadian Solar in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Canadian Solar position peaked at $86K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.