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Belpointe Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Belpointe Asset Management’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
-56
Closed -$1.28K – 2892
2023
Q1 		$1.28K Buy
56
+38
+211% +$938 ﹤0.01% 3427
2022
Q4 		$444 Buy
+18
New +$435 ﹤0.01% 3565

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Belpointe Asset Management's SHLS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 56 shares — an estimated $1.28K sold.

Belpointe Asset Management first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $1.28K in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 56 Shoals Technologies Group shares in Q2 2023, an estimated $1.28K.
  • Belpointe Asset Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Shoals Technologies Group position peaked at $1.28K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.