Avion Wealth’s Shoals Technologies Group SHLS Stock Holding History

Avion Wealth’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 Q3	–	Sell	-63	Closed	–	–	1300
2024 Q2	$0	Buy	63 +20	+47%	+$160	﹤0.01%	1220
2024 Q1	$1K	Buy	+43	New	+$591	﹤0.01%	1068

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's SHLS Position: Q3 2024 in Review

Avion Wealth sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 63 shares.

Avion Wealth first reported a position in SHLS in Q1 2024 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

Avion Wealth reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
Avion Wealth sold 63 Shoals Technologies Group shares in Q3 2024.
Avion Wealth first reported a position in Shoals Technologies Group in Q1 2024 and held it in 2 quarters.
Avion Wealth's Shoals Technologies Group position peaked at $1K in Q1 2024.
236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Avion Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.