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Edgestream Partners’s Shoals Technologies Group SHLS Stock Holding History

Edgestream Partners’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
2026
Q1 		$2.24M Buy
+339,726
New +$2.79M 0.07% 469
2024
Q3 		– Sell
-11,919
Closed -$74.4K – 1053
2024
Q2 		$74.4K Sell
11,919
-30,972
-72% -$247K ﹤0.01% 815
2024
Q1 		$480K Sell
42,891
-28,739
-40% -$395K 0.02% 645
2023
Q4 		$1.11M Buy
71,630
+4,285
+6% +$64.8K 0.08% 410
2023
Q3 		$1.23M Sell
67,345
-445
-0.7% -$9.9K 0.1% 337
2023
Q2 		$1.73M Buy
+67,790
New +$1.57M 0.16% 221

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State Street
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VPM
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Amundi
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BNP Paribas Asset Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return