Aviva’s Shoals Technologies Group SHLS Stock Holding History

Aviva’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 Q2	–	Sell	-13,643	Closed	-$153K	–	963
2024 Q1	$153K	Sell	13,643 -27,261	-67%	-$375K	﹤0.01%	954
2023 Q4	$636K	Buy	+40,904	New	+$619K	﹤0.01%	813

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

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviva's SHLS Position: Q2 2024 in Review

Aviva sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 13,643 shares — an estimated $153K sold.

Aviva first reported a position in SHLS in Q4 2023 and held it in 2 quarters. The position peaked at $636K in Q4 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

Aviva reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
Aviva sold 13,643 Shoals Technologies Group shares in Q2 2024, an estimated $153K.
Aviva first reported a position in Shoals Technologies Group in Q4 2023 and held it in 2 quarters.
Aviva's Shoals Technologies Group position peaked at $636K in Q4 2023.
248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Aviva's 13F filing for Q2 2024, filed 2 Aug 2024.