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Ellevest Inc’s Shoals Technologies Group SHLS Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-25
Closed -$570 – 1409
2023
Q1 		$570 Sell
25
-75
-75% -$1.85K ﹤0.01% 1666
2022
Q4 		$2.47K Sell
100
-13
-12% -$314 ﹤0.01% 1345
2022
Q3 		$2K Buy
+113
New +$2.52K ﹤0.01% 1376
2021
Q4 		– Sell
-9
Closed – – 1626
2021
Q3 		$0 Buy
+9
New +$280 ﹤0.01% 1561

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ellevest Inc's SHLS Position: Q2 2023 in Review

Ellevest Inc sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 25 shares — an estimated $570 sold.

Ellevest Inc first reported a position in SHLS in Q3 2021 and held it in 4 quarters. The position peaked at $2.47K in Q4 2022. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Ellevest Inc reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 25 Shoals Technologies Group shares in Q2 2023, an estimated $570.
  • Ellevest Inc first reported a position in Shoals Technologies Group in Q3 2021 and held it in 4 quarters.
  • Ellevest Inc's Shoals Technologies Group position peaked at $2.47K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.