Advisornet Financial’s Shoals Technologies Group SHLS Stock Holding History

Advisornet Financial’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,155	Closed	-$12.9K	–	2177
2024 Q1	$12.9K	Hold	1,155	–	–	﹤0.01%	1212
2023 Q4	$17.9K	Hold	1,155	–	–	﹤0.01%	1119
2023 Q3	$21.1K	Sell	1,155 -1,656	-59%	-$36.9K	﹤0.01%	1016
2023 Q2	$71.8K	Buy	2,811 +6	+0.2%	+$139	0.01%	721
2023 Q1	$63.9K	Hold	2,805	–	–	0.01%	731
2022 Q4	$69.2K	Hold	2,805	–	–	0.01%	716
2022 Q3	$60K	Hold	2,805	–	–	0.01%	799
2022 Q2	$46K	Sell	2,805 -100	-3%	-$1.48K	﹤0.01%	889
2022 Q1	$50K	Hold	2,905	–	–	﹤0.01%	971
2021 Q4	$71K	Hold	2,905	–	–	﹤0.01%	904
2021 Q3	$81K	Hold	2,905	–	–	0.01%	858
2021 Q2	$103K	Buy	2,905 +2,805	+2,805%	+$84.6K	0.01%	778
2021 Q1	$3K	Buy	+100	New	+$3.54K	﹤0.01%	1607

Other funds holding SHLS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's SHLS Position: Q2 2024 in Review

Advisornet Financial sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 1,155 shares — an estimated $12.9K sold.

Advisornet Financial first reported a position in SHLS in Q1 2021 and held it in 13 quarters. The position peaked at $103K in Q2 2021. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

Advisornet Financial reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
Advisornet Financial sold 1,155 Shoals Technologies Group shares in Q2 2024, an estimated $12.9K.
Advisornet Financial first reported a position in Shoals Technologies Group in Q1 2021 and held it in 13 quarters.
Advisornet Financial's Shoals Technologies Group position peaked at $103K in Q2 2021.
248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Advisornet Financial's 13F filing for Q2 2024, filed 16 Jul 2024.