Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Shoals Technologies Group SHLS Stock Holding History

Cambridge Investment Research 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
2024
Q2 		– Sell
-23,070
Closed -$258K – 3418
2024
Q1 		$258K Buy
23,070
+2,016
+10% +$27.7K ﹤0.01% 2828
2023
Q4 		$327K Sell
21,054
-3,425
-14% -$51.8K ﹤0.01% 2532
2023
Q3 		$447K Buy
24,479
+7,854
+47% +$175K ﹤0.01% 2179
2023
Q2 		$425K Sell
16,625
-780
-4% -$18K ﹤0.01% 2253
2023
Q1 		$397K Buy
17,405
+255
+1% +$6.29K ﹤0.01% 2258
2022
Q4 		$423K Sell
17,150
-708
-4% -$17.1K ﹤0.01% 2150
2022
Q3 		$385K Buy
17,858
+170
+1% +$3.8K ﹤0.01% 2153
2022
Q2 		$291K Sell
17,688
-42
-0.2% -$620 ﹤0.01% 2410
2022
Q1 		$302K Buy
17,730
+600
+4% +$10.4K ﹤0.01% 2552
2021
Q4 		$416K Buy
17,130
+1,088
+7% +$31.3K ﹤0.01% 2259
2021
Q3 		$447K Hold
16,042
– – ﹤0.01% 2128
2021
Q2 		$569K Buy
16,042
+7,750
+93% +$234K ﹤0.01% 1947
2021
Q1 		$288K Buy
+8,292
New +$294K ﹤0.01% 2313

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's SHLS Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 23,070 shares — an estimated $258K sold.

Cambridge Investment Research Advisors first reported a position in SHLS in Q1 2021 and held it in 13 quarters. The position peaked at $569K in Q2 2021. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 23,070 Shoals Technologies Group shares in Q2 2024, an estimated $258K.
  • Cambridge Investment Research Advisors first reported a position in Shoals Technologies Group in Q1 2021 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's Shoals Technologies Group position peaked at $569K in Q2 2021.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.