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Pacific Capital Wealth Advisors’s Canadian Solar CSIQ Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-107
Closed -$1.19K – 149
2024
Q4 		$1.19K Hold
107
– – ﹤0.01% 360
2024
Q3 		$1.79K Hold
107
– – ﹤0.01% 408
2024
Q2 		$1.58K Hold
107
– – ﹤0.01% 451
2024
Q1 		$2.11K Hold
107
– – ﹤0.01% 433
2023
Q4 		$2.81K Buy
+107
New +$2.36K ﹤0.01% 275

Other funds holding CSIQ

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IAMH
IvyRock Asset Management (HK) Sheung Wan, Hong Kong $178M AUM 0.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacific Capital Wealth Advisors's CSIQ Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Canadian Solar (CSIQ) in Q1 2025, closing a stake of 107 shares — an estimated $1.19K sold.

Pacific Capital Wealth Advisors first reported a position in CSIQ in Q4 2023 and held it in 5 quarters. The position peaked at $2.81K in Q4 2023. 120 funds tracked by Wall St. Rank hold CSIQ as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Canadian Solar position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 107 Canadian Solar shares in Q1 2025, an estimated $1.19K.
  • Pacific Capital Wealth Advisors first reported a position in Canadian Solar in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Canadian Solar position peaked at $2.81K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Canadian Solar as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.