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HRT Financial’s Shoals Technologies Group SHLS Stock Holding History

HRT Financial’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
Q3 		– Sell
-116,779
Closed -$728K – 3058
2024
Q2 		$728K Buy
116,779
+27,266
+30% +$218K ﹤0.01% 1140
2024
Q1 		$1M Buy
+89,513
New +$1.23M 0.01% 887
2023
Q2 		– Sell
-19,319
Closed -$440K – 3190
2023
Q1 		$440K Sell
19,319
-106,251
-85% -$2.62M 0.01% 1473
2022
Q4 		$3.1M Buy
125,570
+106,616
+562% +$2.57M 0.04% 416
2022
Q3 		$408K Buy
+18,954
New +$423K ﹤0.01% 1793
2022
Q2 		– Sell
-872,766
Closed -$14.9M – 3646
2022
Q1 		$14.9M Buy
+872,766
New +$15.1M 0.11% 104

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's SHLS Position: Q3 2024 in Review

HRT Financial sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 116,779 shares — an estimated $728K sold.

HRT Financial first reported a position in SHLS in Q1 2022 and held it in 6 quarters. The position peaked at $14.9M in Q1 2022. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • HRT Financial reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • HRT Financial sold 116,779 Shoals Technologies Group shares in Q3 2024, an estimated $728K.
  • HRT Financial first reported a position in Shoals Technologies Group in Q1 2022 and held it in 6 quarters.
  • HRT Financial's Shoals Technologies Group position peaked at $14.9M in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.