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Howe & Rusling’s Shoals Technologies Group SHLS Stock Holding History

Howe & Rusling’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
2021
Q3 		– Sell
-49
Closed -$2K – 1025
2021
Q2 		$2K Sell
49
-1
-2% -$30 ﹤0.01% 830
2021
Q1 		$2K Buy
+50
New +$1.77K ﹤0.01% 839

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Howe & Rusling's SHLS Position: Q3 2021 in Review

Howe & Rusling sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 49 shares — an estimated $2K sold.

Howe & Rusling first reported a position in SHLS in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Howe & Rusling reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Howe & Rusling sold 49 Shoals Technologies Group shares in Q3 2021, an estimated $2K.
  • Howe & Rusling first reported a position in Shoals Technologies Group in Q1 2021 and held it in 2 quarters.
  • Howe & Rusling's Shoals Technologies Group position peaked at $2K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Howe & Rusling's 13F filing for Q3 2021, filed 15 Nov 2021.