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American Portfolios Advisors’s Shoals Technologies Group SHLS Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$125K Buy
5,805
+5,756
+11,747% +$129K 0.01% 1225
2022
Q2 		$808 Hold
49
– – ﹤0.01% 3317
2022
Q1 		$835 Hold
49
– – ﹤0.01% 3403
2021
Q4 		$1.19K Hold
49
– – ﹤0.01% 3296
2021
Q3 		$1.37K Buy
+49
New +$1.52K ﹤0.01% 3241

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Portfolios Advisors's SHLS Position: Q3 2022 in Review

American Portfolios Advisors increased its Shoals Technologies Group (SHLS) stake by 11,747% in Q3 2022, buying an estimated $129K and bringing the position to 5,805 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #1225.

American Portfolios Advisors first reported a position in SHLS in Q3 2021 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold SHLS as of Q3 2022.

  • American Portfolios Advisors held 5,805 shares of Shoals Technologies Group worth $125K as of Q3 2022.
  • American Portfolios Advisors bought 5,756 Shoals Technologies Group shares in Q3 2022, an estimated $129K.
  • Shoals Technologies Group made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1225 holding.
  • American Portfolios Advisors first reported a position in Shoals Technologies Group in Q3 2021 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.