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

Dakota 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
2024
Q2 		– Sell
-12,169
Closed -$136K – 748
2024
Q1 		$136K Buy
+12,169
New +$167K ﹤0.01% 695
2023
Q4 		– Sell
-10,284
Closed -$188K – 701
2023
Q3 		$188K Buy
+10,284
New +$229K 0.01% 609

Other funds holding SHLS

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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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dakota Wealth Management's SHLS Position: Q2 2024 in Review

Dakota Wealth Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 12,169 shares — an estimated $136K sold.

Dakota Wealth Management first reported a position in SHLS in Q3 2023 and held it in 2 quarters. The position peaked at $188K in Q3 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Dakota Wealth Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 12,169 Shoals Technologies Group shares in Q2 2024, an estimated $136K.
  • Dakota Wealth Management first reported a position in Shoals Technologies Group in Q3 2023 and held it in 2 quarters.
  • Dakota Wealth Management's Shoals Technologies Group position peaked at $188K in Q3 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Dakota Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.