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Financial Gravity Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-26
Closed -$55 – 1701
2023
Q2 		$55 Buy
+26
New +$601 ﹤0.01% 1390
2023
Q1 		– Sell
-25
Closed -$53 – 1582
2022
Q4 		$53 Buy
+25
New +$604 ﹤0.01% 1216

Other funds holding SHLS

BlackRock
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Financial Gravity Asset Management's SHLS Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 26 shares — an estimated $55 sold.

Financial Gravity Asset Management first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $55 in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 26 Shoals Technologies Group shares in Q3 2023, an estimated $55.
  • Financial Gravity Asset Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • Financial Gravity Asset Management's Shoals Technologies Group position peaked at $55 in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.