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SVB Wealth’s Canadian Solar CSIQ Stock Holding History

SVB Wealth’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
Q3 		– Sell
-5,466
Closed -$245K – 1014
2021
Q2 		$245K Sell
5,466
-30
-0.5% -$1.23K ﹤0.01% 833
2021
Q1 		$273K Sell
5,496
-1,125
-17% -$58.2K ﹤0.01% 726
2020
Q4 		$339K Buy
+6,621
New +$271K 0.01% 581

Other funds holding CSIQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SVB Wealth's CSIQ Position: Q3 2021 in Review

SVB Wealth sold out of Canadian Solar (CSIQ) in Q3 2021, closing a stake of 5,466 shares — an estimated $245K sold.

SVB Wealth first reported a position in CSIQ in Q4 2020 and held it in 3 quarters. The position peaked at $339K in Q4 2020. 186 funds tracked by Wall St. Rank hold CSIQ as of Q3 2021.

  • SVB Wealth reported no remaining Canadian Solar position as of Q3 2021 after selling out during the quarter.
  • SVB Wealth sold 5,466 Canadian Solar shares in Q3 2021, an estimated $245K.
  • SVB Wealth first reported a position in Canadian Solar in Q4 2020 and held it in 3 quarters.
  • SVB Wealth's Canadian Solar position peaked at $339K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Canadian Solar as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.