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JFS Wealth Advisors’s Canadian Solar CSIQ Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-1,242
Closed -$38.4K – 1964
2022
Q4 		$38.4K Hold
1,242
– – ﹤0.01% 405
2022
Q3 		$46K Hold
1,242
– – 0.01% 392
2022
Q2 		$39K Hold
1,242
– – ﹤0.01% 440
2022
Q1 		$44K Hold
1,242
– – ﹤0.01% 450
2021
Q4 		$39K Hold
1,242
– – ﹤0.01% 459
2021
Q3 		$43K Hold
1,242
– – ﹤0.01% 438
2021
Q2 		$56K Hold
1,242
– – 0.01% 263
2021
Q1 		$62K Hold
1,242
– – 0.01% 230
2020
Q4 		$64K Buy
+1,242
New +$50.9K 0.01% 224

Other funds holding CSIQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JFS Wealth Advisors's CSIQ Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Canadian Solar (CSIQ) in Q1 2023, closing a stake of 1,242 shares — an estimated $38.4K sold.

JFS Wealth Advisors first reported a position in CSIQ in Q4 2020 and held it in 9 quarters. The position peaked at $64K in Q4 2020. 190 funds tracked by Wall St. Rank hold CSIQ as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Canadian Solar position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,242 Canadian Solar shares in Q1 2023, an estimated $38.4K.
  • JFS Wealth Advisors first reported a position in Canadian Solar in Q4 2020 and held it in 9 quarters.
  • JFS Wealth Advisors's Canadian Solar position peaked at $64K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Canadian Solar as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.