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Emerald Advisers’s Shoals Technologies Group SHLS Stock Holding History

Emerald Advisers’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
2021
Q3 		– Sell
-10,430
Closed -$370K – 282
2021
Q2 		$370K Sell
10,430
-4,380
-30% -$132K 0.01% 208
2021
Q1 		$515K Buy
+14,810
New +$525K 0.02% 194

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emerald Advisers's SHLS Position: Q3 2021 in Review

Emerald Advisers sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 10,430 shares — an estimated $370K sold.

Emerald Advisers first reported a position in SHLS in Q1 2021 and held it in 2 quarters. The position peaked at $515K in Q1 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Emerald Advisers reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Emerald Advisers sold 10,430 Shoals Technologies Group shares in Q3 2021, an estimated $370K.
  • Emerald Advisers first reported a position in Shoals Technologies Group in Q1 2021 and held it in 2 quarters.
  • Emerald Advisers's Shoals Technologies Group position peaked at $515K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Emerald Advisers's 13F filing for Q3 2021, filed 28 Oct 2021.