Valeo Financial Advisors’s Canadian Solar CSIQ Stock Holding History

Valeo 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
2021 Q2	–	Sell	-118	Closed	-$6K	–	793
2021 Q1	$6K	Hold	118	–	–	﹤0.01%	1497
2020 Q4	$6K	Sell	118 -10	-8%	-$410	﹤0.01%	1318
2020 Q3	$4K	Buy	128 +115	+885%	+$3.07K	﹤0.01%	1288
2020 Q2	$0	Hold	13	–	–	﹤0.01%	2047
2020 Q1	$0	Buy	13 +10	+333%	+$203	﹤0.01%	1807
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1643
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1573
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1576
2019 Q1	$0	Hold	3	–	–	﹤0.01%	1561
2018 Q4	$0	Hold	3	–	–	﹤0.01%	1529
2018 Q3	$0	Hold	3	–	–	﹤0.01%	1789
2018 Q2	$0	Hold	3	–	–	﹤0.01%	1634
2018 Q1	$0	Buy	+3	New	+$48	﹤0.01%	1545

Other funds holding CSIQ

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Valeo Financial Advisors's CSIQ Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Canadian Solar (CSIQ) in Q2 2021, closing a stake of 118 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in CSIQ in Q1 2018 and held it in 13 quarters. The position peaked at $6K in Q1 2021. 198 funds tracked by Wall St. Rank hold CSIQ as of Q2 2021.

Valeo Financial Advisors reported no remaining Canadian Solar position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 118 Canadian Solar shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in Canadian Solar in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Canadian Solar position peaked at $6K in Q1 2021.
198 funds tracked by Wall St. Rank held Canadian Solar as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.