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

Capital Advisors Ltd’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
Q4 		– Sell
-433
Closed -$2K – 1558
2024
Q3 		$2K Buy
+433
New +$2.59K ﹤0.01% 1104
2023
Q4 		– Sell
-8
Closed – – 1467
2023
Q3 		$0 Hold
8
– – ﹤0.01% 1461
2023
Q2 		$0 Hold
8
– – ﹤0.01% 1520
2023
Q1 		$0 Hold
8
– – ﹤0.01% 1519
2022
Q4 		$0 Hold
8
– – ﹤0.01% 1594
2022
Q3 		$0 Buy
+8
New +$179 ﹤0.01% 1485

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Capital Advisors Ltd's SHLS Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 433 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in SHLS in Q3 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2024. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 433 Shoals Technologies Group shares in Q4 2024, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Shoals Technologies Group in Q3 2022 and held it in 6 quarters.
  • Capital Advisors Ltd's Shoals Technologies Group position peaked at $2K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.