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

Bray 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
2022
Q4 		– Sell
-18,690
Closed -$403K – 289
2022
Q3 		$403K Sell
18,690
-4,660
-20% -$104K 0.13% 110
2022
Q2 		$385K Buy
23,350
+2,150
+10% +$31.7K 0.11% 113
2022
Q1 		$361K Sell
21,200
-4,625
-18% -$80.1K 0.09% 117
2021
Q4 		$628K Buy
+25,825
New +$743K 0.15% 103

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bray Capital Advisors's SHLS Position: Q4 2022 in Review

Bray Capital Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2022, closing a stake of 18,690 shares — an estimated $403K sold.

Bray Capital Advisors first reported a position in SHLS in Q4 2021 and held it in 4 quarters. The position peaked at $628K in Q4 2021. 283 funds tracked by Wall St. Rank hold SHLS as of Q4 2022.

  • Bray Capital Advisors reported no remaining Shoals Technologies Group position as of Q4 2022 after selling out during the quarter.
  • Bray Capital Advisors sold 18,690 Shoals Technologies Group shares in Q4 2022, an estimated $403K.
  • Bray Capital Advisors first reported a position in Shoals Technologies Group in Q4 2021 and held it in 4 quarters.
  • Bray Capital Advisors's Shoals Technologies Group position peaked at $628K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2022.

Based on Bray Capital Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.