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Integrated Wealth Concepts’s Canadian Solar CSIQ Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-11,153
Closed -$187K – 1735
2024
Q3 		$187K Sell
11,153
-680
-6% -$9.94K ﹤0.01% 1564
2024
Q2 		$175K Buy
+11,833
New +$200K ﹤0.01% 1541

Other funds holding CSIQ

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
IAMH
IvyRock Asset Management (HK) Sheung Wan, Hong Kong $178M AUM 0.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return

Integrated Wealth Concepts's CSIQ Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Canadian Solar (CSIQ) in Q4 2024, closing a stake of 11,153 shares — an estimated $187K sold.

Integrated Wealth Concepts first reported a position in CSIQ in Q2 2024 and held it in 2 quarters. The position peaked at $187K in Q3 2024. 136 funds tracked by Wall St. Rank hold CSIQ as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Canadian Solar position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,153 Canadian Solar shares in Q4 2024, an estimated $187K.
  • Integrated Wealth Concepts first reported a position in Canadian Solar in Q2 2024 and held it in 2 quarters.
  • Integrated Wealth Concepts's Canadian Solar position peaked at $187K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Canadian Solar as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.