Essex Private Wealth Management’s Shoals Technologies Group SHLS Stock Holding History

Essex Private 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 Q3	$56.1K	Buy	+10,000	New	+$59.8K	0.13%	34

Other funds holding SHLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Private Wealth Management's SHLS Position: Q3 2024 in Review

Essex Private Wealth Management opened a new position in Shoals Technologies Group (SHLS) in Q3 2024: 10,000 shares worth $56.1K. The stake represents 0.13% of the portfolio and ranks #34 among its holdings.

236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

Essex Private Wealth Management held 10,000 shares of Shoals Technologies Group worth $56.1K as of Q3 2024.
Shoals Technologies Group was a new Essex Private Wealth Management position in Q3 2024.
Shoals Technologies Group made up 0.13% of Essex Private Wealth Management's portfolio in Q3 2024, its #34 holding.
236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.