Summit Place Financial Advisors’s Canadian Solar CSIQ Stock Holding History

Summit Place Financial 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
2024 Q4	–	Sell	-59,223	Closed	-$993K	–	92
2024 Q3	$993K	Buy	59,223 +22,200	+60%	+$324K	0.55%	57
2024 Q2	$546K	Buy	37,023 +4,010	+12%	+$67.9K	0.32%	65
2024 Q1	$652K	Buy	33,013 +2,400	+8%	+$51.7K	0.38%	67
2023 Q4	$803K	Buy	30,613 +7,600	+33%	+$168K	0.53%	56
2023 Q3	$566K	Buy	23,013 +4,900	+27%	+$155K	0.4%	68
2023 Q2	$701K	Buy	18,113 +2,213	+14%	+$85.8K	0.45%	62
2023 Q1	$633K	Buy	+15,900	New	+$631K	0.45%	64

Other funds holding CSIQ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Summit Place Financial Advisors's CSIQ Position: Q4 2024 in Review

Summit Place Financial Advisors sold out of Canadian Solar (CSIQ) in Q4 2024, closing a stake of 59,223 shares — an estimated $993K sold.

Summit Place Financial Advisors first reported a position in CSIQ in Q1 2023 and held it in 7 quarters. The position peaked at $993K in Q3 2024. 136 funds tracked by Wall St. Rank hold CSIQ as of Q4 2024.

Summit Place Financial Advisors reported no remaining Canadian Solar position as of Q4 2024 after selling out during the quarter.
Summit Place Financial Advisors sold 59,223 Canadian Solar shares in Q4 2024, an estimated $993K.
Summit Place Financial Advisors first reported a position in Canadian Solar in Q1 2023 and held it in 7 quarters.
Summit Place Financial Advisors's Canadian Solar position peaked at $993K in Q3 2024.
136 funds tracked by Wall St. Rank held Canadian Solar as of Q4 2024.

Based on Summit Place Financial Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.