DADC
SHLS icon

D.A. Davidson & Co’s Shoals Technologies Group SHLS Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-8,250
Closed -$211K – 1378
2023
Q2 		$211K Buy
+8,250
New +$191K ﹤0.01% 1222

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

D.A. Davidson & Co's SHLS Position: Q3 2023 in Review

D.A. Davidson & Co sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 8,250 shares — an estimated $211K sold.

D.A. Davidson & Co first reported a position in SHLS in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • D.A. Davidson & Co reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 8,250 Shoals Technologies Group shares in Q3 2023, an estimated $211K.
  • D.A. Davidson & Co first reported a position in Shoals Technologies Group in Q2 2023 and held it in 1 quarter.
  • D.A. Davidson & Co's Shoals Technologies Group position peaked at $211K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on D.A. Davidson & Co's 13F filing for Q3 2023, filed 8 Nov 2023.