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Fortitude Advisory Group’s Shoals Technologies Group SHLS Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-111
Closed -$2K – 1077
2022
Q1 		$2K Buy
111
+73
+192% +$1.26K ﹤0.01% 1367
2021
Q4 		$1K Buy
+38
New +$1.09K ﹤0.01% 1501

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Fortitude Advisory Group's SHLS Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Shoals Technologies Group (SHLS) in Q2 2022, closing a stake of 111 shares — an estimated $2K sold.

Fortitude Advisory Group first reported a position in SHLS in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 209 funds tracked by Wall St. Rank hold SHLS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Shoals Technologies Group position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 111 Shoals Technologies Group shares in Q2 2022, an estimated $2K.
  • Fortitude Advisory Group first reported a position in Shoals Technologies Group in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Shoals Technologies Group position peaked at $2K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.