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Concourse Financial Group Securities’s Shoals Technologies Group SHLS Stock Holding History

Concourse Financial Group Securities’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
-1,823
Closed -$14.5K – 2380
2024
Q1 		$20.4K Buy
1,823
+228
+14% +$3.14K ﹤0.01% 1504
2023
Q4 		$24.8K Buy
1,595
+66
+4% +$999 ﹤0.01% 1415
2023
Q3 		$27.9K Buy
+1,529
New +$34K ﹤0.01% 1328

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
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concourse Financial Group Securities's SHLS Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 1,823 shares — an estimated $14.5K sold.

Concourse Financial Group Securities first reported a position in SHLS in Q3 2023 and held it in 3 quarters. The position peaked at $27.9K in Q3 2023. 249 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,823 Shoals Technologies Group shares in Q2 2024, an estimated $14.5K.
  • Concourse Financial Group Securities first reported a position in Shoals Technologies Group in Q3 2023 and held it in 3 quarters.
  • Concourse Financial Group Securities's Shoals Technologies Group position peaked at $27.9K in Q3 2023.
  • 249 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.