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Sowell Financial Services’s Canadian Solar CSIQ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-502
Closed -$20K – 981
2021
Q1 		$20K Buy
502
+203
+68% +$10.5K ﹤0.01% 2056
2020
Q4 		$15K Buy
299
+50
+20% +$2.05K ﹤0.01% 1852
2020
Q3 		$9K Buy
+249
New +$6.64K ﹤0.01% 1828

Other funds holding CSIQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Sowell Financial Services's CSIQ Position: Q2 2021 in Review

Sowell Financial Services sold out of Canadian Solar (CSIQ) in Q2 2021, closing a stake of 502 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in CSIQ in Q3 2020 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 199 funds tracked by Wall St. Rank hold CSIQ as of Q2 2021.

  • Sowell Financial Services reported no remaining Canadian Solar position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 502 Canadian Solar shares in Q2 2021, an estimated $20K.
  • Sowell Financial Services first reported a position in Canadian Solar in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Canadian Solar position peaked at $20K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.