FFO
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Fortitude Family Office’s Shoals Technologies Group SHLS Stock Holding History

Fortitude Family Office’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
Q1 		– Sell
-41
Closed -$637 – 1070
2023
Q4 		$637 Buy
+41
New +$620 ﹤0.01% 968

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William Blair Investment Management
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ClearBridge Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fortitude Family Office's SHLS Position: Q1 2024 in Review

Fortitude Family Office sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 41 shares — an estimated $637 sold.

Fortitude Family Office first reported a position in SHLS in Q4 2023 and held it in 1 quarter. The position peaked at $637 in Q4 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Fortitude Family Office reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 41 Shoals Technologies Group shares in Q1 2024, an estimated $637.
  • Fortitude Family Office first reported a position in Shoals Technologies Group in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Shoals Technologies Group position peaked at $637 in Q4 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.