Crewe Advisors’s Shoals Technologies Group SHLS Stock Holding History

Crewe Advisors’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	-148	Closed	-$2.3K	–	1002
2023 Q4	$2.3K	Buy	+148	New	+$2.24K	﹤0.01%	289

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Crewe Advisors's SHLS Position: Q1 2024 in Review

Crewe Advisors sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 148 shares — an estimated $2.3K sold.

Crewe Advisors first reported a position in SHLS in Q4 2023 and held it in 1 quarter. The position peaked at $2.3K in Q4 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

Crewe Advisors reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 148 Shoals Technologies Group shares in Q1 2024, an estimated $2.3K.
Crewe Advisors first reported a position in Shoals Technologies Group in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Shoals Technologies Group position peaked at $2.3K in Q4 2023.
278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.