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Braun Stacey Associates’s Shoals Technologies Group SHLS Stock Holding History

Braun Stacey Associates’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
-818,790
Closed -$18.7M – 130
2023
Q1 		$18.7M Buy
+818,790
New +$20.2M 0.49% 90

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ClearBridge Investments
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Invesco
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Braun Stacey Associates's SHLS Position: Q2 2023 in Review

Braun Stacey Associates sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 818,790 shares — an estimated $18.7M sold.

Braun Stacey Associates first reported a position in SHLS in Q1 2023 and held it in 1 quarter. The position peaked at $18.7M in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Braun Stacey Associates reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Braun Stacey Associates sold 818,790 Shoals Technologies Group shares in Q2 2023, an estimated $18.7M.
  • Braun Stacey Associates first reported a position in Shoals Technologies Group in Q1 2023 and held it in 1 quarter.
  • Braun Stacey Associates's Shoals Technologies Group position peaked at $18.7M in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Braun Stacey Associates's 13F filing for Q2 2023, filed 28 Jul 2023.