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Glassman Wealth Services’s Shoals Technologies Group SHLS Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-62
Closed -$1.13K – 2064
2023
Q3 		$1.13K Sell
62
-202
-77% -$4.5K ﹤0.01% 1514
2023
Q2 		$6.75K Hold
264
– – ﹤0.01% 919
2023
Q1 		$6.02K Sell
264
-321
-55% -$7.92K ﹤0.01% 954
2022
Q4 		$14.4K Hold
585
– – ﹤0.01% 741
2022
Q3 		$13K Hold
585
– – ﹤0.01% 734
2022
Q2 		$10K Sell
585
-24
-4% -$354 ﹤0.01% 821
2022
Q1 		$10K Buy
+609
New +$10.5K ﹤0.01% 835

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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glassman Wealth Services's SHLS Position: Q4 2023 in Review

Glassman Wealth Services sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 62 shares — an estimated $1.13K sold.

Glassman Wealth Services first reported a position in SHLS in Q1 2022 and held it in 7 quarters. The position peaked at $14.4K in Q4 2022. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Glassman Wealth Services reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 62 Shoals Technologies Group shares in Q4 2023, an estimated $1.13K.
  • Glassman Wealth Services first reported a position in Shoals Technologies Group in Q1 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Shoals Technologies Group position peaked at $14.4K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.