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ClariVest Asset Management’s Shoals Technologies Group SHLS Stock Holding History

ClariVest Asset Management’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
-96
Closed -$1.49K – 906
2023
Q4 		$1.49K Hold
96
– – ﹤0.01% 595
2023
Q3 		$2K Sell
96
-12,327
-99% -$274K ﹤0.01% 528
2023
Q2 		$317K Sell
12,423
-900
-7% -$20.8K 0.02% 362
2023
Q1 		$304K Buy
13,323
+33
+0.2% +$814 0.01% 411
2022
Q4 		$327K Buy
13,290
+79
+0.6% +$1.91K 0.02% 410
2022
Q3 		$284K Buy
+13,211
New +$295K 0.01% 414

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ClariVest Asset Management's SHLS Position: Q1 2024 in Review

ClariVest Asset Management sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 96 shares — an estimated $1.49K sold.

ClariVest Asset Management first reported a position in SHLS in Q3 2022 and held it in 6 quarters. The position peaked at $327K in Q4 2022. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • ClariVest Asset Management reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • ClariVest Asset Management sold 96 Shoals Technologies Group shares in Q1 2024, an estimated $1.49K.
  • ClariVest Asset Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 6 quarters.
  • ClariVest Asset Management's Shoals Technologies Group position peaked at $327K in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on ClariVest Asset Management's 13F filing for Q1 2024, filed 7 May 2024.