Benjamin F. Edwards & Company’s Shoals Technologies Group SHLS Stock Holding History

Benjamin F. Edwards & Company’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
2022 Q3	–	Sell	-1,600	Closed	-$26K	–	1897
2022 Q2	$26K	Sell	1,600 -2,800	-64%	-$41.3K	﹤0.01%	1190
2022 Q1	$75K	Buy	4,400 +800	+22%	+$13.9K	﹤0.01%	934
2021 Q4	$87K	Sell	3,600 -222	-6%	-$6.38K	﹤0.01%	917
2021 Q3	$107K	Buy	3,822 +2,922	+325%	+$90.8K	0.01%	833
2021 Q2	$32K	Sell	900 -200	-18%	-$6.03K	﹤0.01%	1124
2021 Q1	$38K	Buy	+1,100	New	+$39K	﹤0.01%	1075

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Benjamin F. Edwards & Company's SHLS Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of Shoals Technologies Group (SHLS) in Q3 2022, closing a stake of 1,600 shares — an estimated $26K sold.

Benjamin F. Edwards & Company first reported a position in SHLS in Q1 2021 and held it in 6 quarters. The position peaked at $107K in Q3 2021. 224 funds tracked by Wall St. Rank hold SHLS as of Q3 2022.

Benjamin F. Edwards & Company reported no remaining Shoals Technologies Group position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,600 Shoals Technologies Group shares in Q3 2022, an estimated $26K.
Benjamin F. Edwards & Company first reported a position in Shoals Technologies Group in Q1 2021 and held it in 6 quarters.
Benjamin F. Edwards & Company's Shoals Technologies Group position peaked at $107K in Q3 2021.
224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.