PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Canadian Solar CSIQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024 Q3	–	Sell	-150	Closed	-$2.21K	–	389
2024 Q2	$2.21K	Hold	150	–	–	﹤0.01%	319
2024 Q1	$2.96K	Hold	150	–	–	﹤0.01%	313
2023 Q4	$3.94K	Hold	150	–	–	﹤0.01%	282
2023 Q3	$3.69K	Hold	150	–	–	﹤0.01%	233
2023 Q2	$5.8K	Hold	150	–	–	﹤0.01%	222
2023 Q1	$5.97K	Hold	150	–	–	﹤0.01%	233
2022 Q4	$4.63K	Buy	+150	New	+$5.04K	﹤0.01%	225

Other funds holding CSIQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CSIQ Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Canadian Solar (CSIQ) in Q3 2024, closing a stake of 150 shares — an estimated $2.21K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CSIQ in Q4 2022 and held it in 7 quarters. The position peaked at $5.97K in Q1 2023. 134 funds tracked by Wall St. Rank hold CSIQ as of Q3 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Canadian Solar position as of Q3 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 150 Canadian Solar shares in Q3 2024, an estimated $2.21K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Canadian Solar in Q4 2022 and held it in 7 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Canadian Solar position peaked at $5.97K in Q1 2023.
134 funds tracked by Wall St. Rank held Canadian Solar as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.