Daiwa Securities Group
SHLS icon

Daiwa Securities Group’s Shoals Technologies Group SHLS Stock Holding History

Daiwa Securities Group’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
Q3 		– Sell
-83,900
Closed -$524K – 1326
2024
Q2 		$524K Hold
83,900
– – ﹤0.01% 821
2024
Q1 		$938K Hold
83,900
– – 0.01% 726
2023
Q4 		$1.3M Buy
+83,900
New +$1.27M 0.01% 625

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group's SHLS Position: Q3 2024 in Review

Daiwa Securities Group sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 83,900 shares — an estimated $524K sold.

Daiwa Securities Group first reported a position in SHLS in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q4 2023. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Daiwa Securities Group reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • Daiwa Securities Group sold 83,900 Shoals Technologies Group shares in Q3 2024, an estimated $524K.
  • Daiwa Securities Group first reported a position in Shoals Technologies Group in Q4 2023 and held it in 3 quarters.
  • Daiwa Securities Group's Shoals Technologies Group position peaked at $1.3M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Daiwa Securities Group's 13F filing for Q3 2024, filed 12 Nov 2024.