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Annis Gardner Whiting Capital Advisors’s Shoals Technologies Group SHLS Stock Holding History

Annis Gardner Whiting Capital 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
2023
Q4 		– Sell
-5,961
Closed -$109K – 720
2023
Q3 		$109K Buy
+5,961
New +$133K 0.06% 194

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JP Morgan Chase
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ECA
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Invesco
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SHLS Position: Q4 2023 in Review

Annis Gardner Whiting Capital Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 5,961 shares — an estimated $109K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SHLS in Q3 2023 and held it in 1 quarter. The position peaked at $109K in Q3 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Annis Gardner Whiting Capital Advisors reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5,961 Shoals Technologies Group shares in Q4 2023, an estimated $109K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Shoals Technologies Group in Q3 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Shoals Technologies Group position peaked at $109K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.