CIBC Private Wealth Group
SHLS icon

CIBC Private Wealth Group’s Shoals Technologies Group SHLS Stock Holding History

CIBC Private Wealth Group’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
-111
Closed -$1.26K – 3285
2024
Q1 		$1.26K Buy
+111
New +$1.53K ﹤0.01% 2835

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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

CIBC Private Wealth Group's SHLS Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 111 shares — an estimated $1.26K sold.

CIBC Private Wealth Group first reported a position in SHLS in Q1 2024 and held it in 1 quarter. The position peaked at $1.26K in Q1 2024. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 111 Shoals Technologies Group shares in Q2 2024, an estimated $1.26K.
  • CIBC Private Wealth Group first reported a position in Shoals Technologies Group in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's Shoals Technologies Group position peaked at $1.26K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.