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Berman Capital Advisors’s Shoals Technologies Group SHLS Stock Holding History

Berman Capital 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
2021
Q3 		$6K Buy
+247
New +$7.67K ﹤0.01% 1390
2021
Q2 		– Sell
-4
Closed – – 2026
2021
Q1 		$0 Buy
+4
New +$142 ﹤0.01% 1886

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's SHLS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Shoals Technologies Group (SHLS) in Q3 2021: 247 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in SHLS as recently as Q1 2021.

Berman Capital Advisors first reported a position in SHLS in Q1 2021 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Berman Capital Advisors held 247 shares of Shoals Technologies Group worth $6K as of Q3 2021.
  • Shoals Technologies Group was a new Berman Capital Advisors position in Q3 2021.
  • Shoals Technologies Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1390 holding.
  • Berman Capital Advisors first reported a position in Shoals Technologies Group in Q1 2021 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.