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Ameritas Advisory Services’s Shoals Technologies Group SHLS Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-350
Closed -$7.87K – 2194
2023
Q1 		$7.87K Buy
+350
New +$8.64K ﹤0.01% 1998

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Wellington Management Group
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AllianceBernstein
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ameritas Advisory Services's SHLS Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 350 shares — an estimated $7.87K sold.

Ameritas Advisory Services first reported a position in SHLS in Q1 2023 and held it in 1 quarter. The position peaked at $7.87K in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 350 Shoals Technologies Group shares in Q2 2023, an estimated $7.87K.
  • Ameritas Advisory Services first reported a position in Shoals Technologies Group in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Shoals Technologies Group position peaked at $7.87K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.