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Arete Wealth Advisors’s Shoals Technologies Group SHLS Stock Holding History

Arete Wealth 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
-12,264
Closed -$224K – 769
2023
Q3 		$224K Hold
12,264
– – 0.04% 408
2023
Q2 		$313K Buy
+12,264
New +$284K 0.03% 485

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Wellington Management Group
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ClearBridge Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Arete Wealth Advisors's SHLS Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 12,264 shares — an estimated $224K sold.

Arete Wealth Advisors first reported a position in SHLS in Q2 2023 and held it in 2 quarters. The position peaked at $313K in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,264 Shoals Technologies Group shares in Q4 2023, an estimated $224K.
  • Arete Wealth Advisors first reported a position in Shoals Technologies Group in Q2 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's Shoals Technologies Group position peaked at $313K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.