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Cetera Advisor Networks’s Shoals Technologies Group SHLS Stock Holding History

Cetera Advisor Networks’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
Q1 		– Sell
-17,985
Closed -$279K – 2914
2023
Q4 		$279K Sell
17,985
-2,480
-12% -$37.5K ﹤0.01% 2293
2023
Q3 		$373K Buy
20,465
+6,069
+42% +$135K ﹤0.01% 1985
2023
Q2 		$368K Buy
+14,396
New +$333K ﹤0.01% 1937

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cetera Advisor Networks's SHLS Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 17,985 shares — an estimated $279K sold.

Cetera Advisor Networks first reported a position in SHLS in Q2 2023 and held it in 3 quarters. The position peaked at $373K in Q3 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 17,985 Shoals Technologies Group shares in Q1 2024, an estimated $279K.
  • Cetera Advisor Networks first reported a position in Shoals Technologies Group in Q2 2023 and held it in 3 quarters.
  • Cetera Advisor Networks's Shoals Technologies Group position peaked at $373K in Q3 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.