Creative Planning’s Canadian Solar CSIQ Stock Holding History

Creative Planning’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
2014 Q3	–	Sell	-15,000	Closed	-$137K	–	4014
2014 Q2	$137K	Buy	+15,000	New	+$405K	﹤0.01%	1240

Other funds holding CSIQ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Creative Planning's CSIQ Position: Q2 2024 in Review

Creative Planning sold out of Canadian Solar (CSIQ) in Q2 2024, closing a stake of 285,336 shares — an estimated $5.64M sold.

Creative Planning first reported a position in CSIQ in Q2 2013 and held it in 28 quarters. The position peaked at $9.96M in Q3 2023. 151 funds tracked by Wall St. Rank hold CSIQ as of Q2 2024.

Creative Planning reported no remaining Canadian Solar position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 285,336 Canadian Solar shares in Q2 2024, an estimated $5.64M.
Creative Planning first reported a position in Canadian Solar in Q2 2013 and held it in 28 quarters.
Creative Planning's Canadian Solar position peaked at $9.96M in Q3 2023.
151 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.