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Harbor Investment Advisory’s Shoals Technologies Group SHLS Stock Holding History

Harbor Investment Advisory’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
-200
Closed -$3.11K – 1353
2023
Q4 		$3.11K Buy
+200
New +$3.03K ﹤0.01% 998
2022
Q2 		– Sell
-125
Closed -$2K – 1399
2022
Q1 		$2K Hold
125
– – ﹤0.01% 1264
2021
Q4 		$3K Sell
125
-545
-81% -$15.7K ﹤0.01% 1202
2021
Q3 		$19K Buy
670
+150
+29% +$4.66K ﹤0.01% 958
2021
Q2 		$18K Hold
520
– – ﹤0.01% 918
2021
Q1 		$18K Buy
+520
New +$18.4K ﹤0.01% 897

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
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
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

Harbor Investment Advisory's SHLS Position: Q1 2024 in Review

Harbor Investment Advisory sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 200 shares — an estimated $3.11K sold.

Harbor Investment Advisory first reported a position in SHLS in Q1 2021 and held it in 6 quarters. The position peaked at $19K in Q3 2021. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Harbor Investment Advisory reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 200 Shoals Technologies Group shares in Q1 2024, an estimated $3.11K.
  • Harbor Investment Advisory first reported a position in Shoals Technologies Group in Q1 2021 and held it in 6 quarters.
  • Harbor Investment Advisory's Shoals Technologies Group position peaked at $19K in Q3 2021.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Harbor Investment Advisory's 13F filing for Q1 2024, filed 12 Apr 2024.