Capstone Investment Advisors
SHLS icon

Capstone Investment Advisors’s Shoals Technologies Group SHLS Stock Holding History

Capstone Investment 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
Q3 		– Sell
-104,054
Closed -$649K – 2184
2024
Q2 		$649K Buy
+104,054
New +$830K ﹤0.01% 1180
2024
Q1 		– Sell
-75,000
Closed -$1.17M – 2524
2023
Q4 		$1.17M Buy
75,000
+1,237
+2% +$18.7K ﹤0.01% 998
2023
Q3 		$1.35M Buy
+73,763
New +$1.64M 0.01% 878

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Capstone Investment Advisors's SHLS Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 104,054 shares — an estimated $649K sold.

Capstone Investment Advisors first reported a position in SHLS in Q3 2023 and held it in 3 quarters. The position peaked at $1.35M in Q3 2023. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 104,054 Shoals Technologies Group shares in Q3 2024, an estimated $649K.
  • Capstone Investment Advisors first reported a position in Shoals Technologies Group in Q3 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Shoals Technologies Group position peaked at $1.35M in Q3 2023.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.