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Congress Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Congress Wealth 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
2023
Q4 		– Sell
-18,181
Closed -$332K – 663
2023
Q3 		$332K Sell
18,181
-405
-2% -$9.01K 0.01% 510
2023
Q2 		$475K Buy
+18,586
New +$430K 0.01% 421

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Congress Wealth Management's SHLS Position: Q4 2023 in Review

Congress Wealth Management sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 18,181 shares — an estimated $332K sold.

Congress Wealth Management first reported a position in SHLS in Q2 2023 and held it in 2 quarters. The position peaked at $475K in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Congress Wealth Management reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 18,181 Shoals Technologies Group shares in Q4 2023, an estimated $332K.
  • Congress Wealth Management first reported a position in Shoals Technologies Group in Q2 2023 and held it in 2 quarters.
  • Congress Wealth Management's Shoals Technologies Group position peaked at $475K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.