CPA
SHLS icon

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

Capital Performance 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
Q4 		– Sell
-67
Closed -$376 – 2250
2024
Q3 		$376 Buy
+67
New +$401 ﹤0.01% 2378

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 Performance Advisors's SHLS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 67 shares — an estimated $376 sold.

Capital Performance Advisors first reported a position in SHLS in Q3 2024 and held it in 1 quarter. The position peaked at $376 in Q3 2024. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 67 Shoals Technologies Group shares in Q4 2024, an estimated $376.
  • Capital Performance Advisors first reported a position in Shoals Technologies Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Shoals Technologies Group position peaked at $376 in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.